Clients

It would be helpful to to be able to sort this list by date added. It would also be good to be able to export the list and print it.

When adding a new insurance to a client, give the option to type the state instead of scrolling to select.

I would like clients to be able to send an email in the portal to not only their scheduled clinician but also to other family members that are loaded into the contact network. This will prevent parents that are separated or divorced to not have on...

It would be great if we could use the "ALL" tab when searching by client id#, under the clients tab and it pulls up both active and archived clients. For example, when i try to access an archived client with client id using the "ALL" tab, it doesn...

I would like to be able to filter the All Clients List by location if possible.

Feels like double to work when we are inputting auth's then the same information under assigning the service type. It should be linked automatically.

The prospective client list would be more functional and easier to use if the grid was customizable and you could export the list for the purpose of printing it.