My Clients Plus
27 results found
-
Warning pop-up to save new client information
Maybe it's just me, but I can't tell you how many times I have entered a new client's information, got distracted, and forgot to save the information requiring me to enter it all over again. It would be great if a warning pop-up came up asking if you want to save the information before exiting the screen.
5 votes -
Inactive Clients - Automatically return to Active List
When saving an inactive client, the system should return to the main screen using the same process for adding a new client. When we are marking client's inactive, we do not need to see the inactive client list next, we need to get back to work.
13 votes -
Preferred pronouns/gender
We treat a number of transgender clients. It would be helpful to know how they prefer to be addressed when office staff other than the clinician need to communicate with them.
7 votes -
View Attachments Online
I upload attachments into my client's accounts, and would like to be able to view the attached files online.
7 votes -
Short list of Payers default in Client Setup
When adding a new client to an account and choosing the primary insurance company, the system defaults to the long list, which includes ALL of the payers. Would like the system to default to the list of electronic payers that have been set up through Codes Setup/Insurance Companies so we can easily switch to "My Electronic Payers".
4 votes -
Copying inactive clients
When copying client files between accounts, it would be helpful if the list generated included inactive clients. Otherwise you have to go in and make them active, then go back and inactivate them again after copying.
5 votes -
It would be great to have a place to add a Preferred Name in the Client Setup
Sometimes a client will have a name that they preferred to be called by rather than their legal name.
8 votes
- Don't see your idea?