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Brady

← Customer Feedback for My Clients Plus & Jituzu

My feedback

6 results found

  1. Access client setup screen while in session note

    9 votes

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    0 comments  ·  My Clients Plus » Notes  ·  Admin →
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    Brady shared this idea  · 

  2. Access to Intake documents

    20 votes

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    1 comment  ·  Jituzu » Intake Forms  ·  Admin →
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    Brady supported this idea  · 

  3. Ability for clients to sign forms in portal

    86 votes

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    3 comments  ·  Jituzu » Intake Forms  ·  Admin →
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  4. Custom Intake Forms

    74 votes

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    3 comments  ·  Jituzu » Intake Forms  ·  Admin →
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  5. I would like to build my own forms within your system or upload my current forms in word so that they are workable within this system

    17 votes

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    0 comments  ·  My Clients Plus » Notes  ·  Admin →
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    Brady supported this idea  · 

  6. View Multiple Screens Simultaneously

    24 votes

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    2 comments  ·  My Clients Plus » General  ·  Admin →
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    Brady commented  · 

    It would be really great if we could have a "client info/setup" link we could open when doing session notes. Let me give you an example. Let's say I'm writing a session note and I want to jump back into the client info/setup screen for some reason..maybe to grab some info I wrote done in the little notes section of the client setup screen.. or maybe I need to pull up their intake file I've uploaded or any other document I've uploaded. Currently, I have to save the session note I'm working in, go out of the sessions notes area altogether, open up the "Client Setup" section, lookup what I needed to find, then re-open the session note I was working on. Seems like you could just make a link or a button to pop-up/out the "Client Setup" box so that the note doesn't have to be exited. This would make the process sooooooo much nicer and easier.

    Brady supported this idea  · 

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