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Jacqulyn Nelson

← Customer Feedback for My Clients Plus & Jituzu

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5 results found

  1. Group therapy notes

    13 votes

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    1 comment  ·  My Clients Plus » Notes  ·  Admin →
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    Jacqulyn Nelson commented  · 

    I would like to be able to make a progress note for a group session, and distribute it to all of the different group members, rather than making an individual note in each client's account.

  2. Is it possible to get a over 120 day listed on the invoices please. it appears that there is enough room. Thank you

    6 votes

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    1 comment  ·  My Clients Plus » Billing & Payments  ·  Admin →
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    Jacqulyn Nelson commented  · 

    It would be a huge benefit to our invoicing process, to include a 120 past due listing on invoices.

  3. Inactive Clients - Automatically return to Active List

    13 votes

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    1 comment  ·  My Clients Plus » Clients  ·  Admin →
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    Jacqulyn Nelson commented  · 

    When we change the status of a client from Active to Inactive and save the client record, the account then defaults to Inactive clients. We would like the account to default to Active Clients.

  4. Recurring Appointments

    36 votes

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    8 comments  ·  Jituzu » Appointments & Scheduling  ·  Admin →
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    Jacqulyn Nelson commented  · 

    Some of my clients are on a monthly maintenance schedule and come in on the same day/time each month (first Thursday). I would like to request a recurring appointment option for the same day of the month and time. Right now, I have to manually set the appointments.

  5. Please automatically mark clients as Inactive after 4 months

    12 votes

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    3 comments  ·  Jituzu » Client & Billing Details  ·  Admin →
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    Jacqulyn Nelson commented  · 

    I would like the option to automatically mark clients as Inactive after 6 months.

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