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THNP1-I-839
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12
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Status
Completed
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Categories
Clients & Groups
Created by
Guest
Created on
Sep 24, 2021
RELATED IDEAS
Document communication in prospective clients list
Run eligibility checks on prospective clients
Report on intake form status for clients
Report on all appointments
Allow clients to add themselves to prospective clients list
Report on client portal users
Report on clients with risks identified on assessment or progress note
Report on clients with insurance
Client report per clinician
Add client availability to prospective clients list
Report on or print prospective clients list
Allow me to run a report or print the list of prospective clients.
App Type
Provider App
ADMIN RESPONSE
Aug 23, 2024
The Prospective Clients list can now be exported to a PDF or CSV.
Comments
3
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12
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Guest
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Jun 1, 2023
Please add ability to sort & print the prospective client list - this would be so helpful for so many reasons.
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Guest
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Nov 9, 2022
Allow me to print or download the prospective clients list.
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Guest
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Sep 23, 2021
We would like to be able to create a report that we can run to show all of the potential clients and contact info.
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