Clients

I want to be able to add multiple clients to one staff person directly from the staff person's profile. It is so tedious to have to open each client's profile to add one staff person.

Under email address of the client, I am unable to add the same email address to the sibling of my client. This is very much a flaw as it would be unreasonable to expect a parent to have to juggle multiple emails to have an account for each child. ...

I know you can color code therapists, however I think it would be more beneficial to have the ability to color code clients. This way you can (at a glance) visually track the client's day to ensure they have coverage all day and there are not any ...

There should be an upload document feature within each authorization that allows the documentation from the insurance to be stored with corresponding auth.

When multiple peole in a family are being treated, we use the Contact Network. What would be a big improvement would be if more than one person is sent a message through the portal, they should be allowed to "reply all", so that everyone in the co...

should have a per day max as well as per week, month and period. Insurance has daily and weekly limits (not more than 8 hours a day, or 40 hours a week). These limits are in addition to the authorized unit limit. I wish there was a way to set that...

It would be nice if clients had a way of contacting support for troubleshooting when having issues with their portal. It's really hard to assist a client with portal issues if we have to contact support, wait for a response, then contact the clien...

The scheduling needs change when the family is a separated or divorced. Having this field on the details page will assist us with the intake and subsequent parent sessions.

Unable to do a contact log for a case that has been closed. Ideally a contact log should be apart of the clients general documentation and not necessarily associated with a case. Just because a case has been closed does not mean we are done commun...

To remove saved "Client Signature" on Progress Notes. Have the signature clear after signing for each progress note. Fresh new signature each time and eliminates fraud.