Add “Sessions Remaining” column to Client List
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Brandon Evans
It would be extremely helpful to have a way to view all clients with active session trackers and how many sessions they have remaining in one place.
Ideally, this could be added as a column within the Clients List (for example: “Sessions Remaining” or “Active Tracker Balance”), so staff can quickly see which patients are nearing the end of their prepaid sessions without clicking into each individual client profile.
This would help clinics:
Proactively identify patients coming to the end of their prepaid packages
Improve follow-up and renewal conversations
Save significant time for front desk and clinicians
Reduce missed opportunities when patients quietly run out of sessions
Currently, checking tracker balances requires opening each client individually, which is time-consuming when managing multiple active plans.
This would be a high-impact workflow improvement for practices that rely heavily on session trackers and prepaid packages.
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Megan Jarquio
This would be great because we do have clients on a scholarship status for an approved amount of sessions. If a client can't have access to sessions remaining, at least in office having that would be tremendous!