Allow multiple emails on client profile
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Samantha Bliss
Is there a way to be able to send multiple contacts the same contact note. In the case that parents are not together and both need access, how do I go about this?
Tyson Edwards
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Tyson Edwards
Hello, we have released a way for a client to have third-party (non-client) contacts. You can see how to add and manage them from this article:
Would you all be able to take a look and let me know how it works for you?
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Okichie Davis, LPC, LCPC, ACS, NCC
Tyson Edwards: Hi! Thanks for your diligence on this! This is a really great start and going to be very helpful for intake and billing working with families or clients who have someone else involved in/paying for their care. Thank you!
One workflow that needs adjusting is in the ability to share completed forms with the Contact. To highlight, I have a test client and I just attempted to share their 'biopsychosocial assessment' with the mock PCP Contact I created and I cannot; I still get prompted to input all of the third party Contact's information manually. It would be AMAZING if the share function could have options to select Client, Contact, and other Third-Party, or for the existing 'share with third party' function to populate a drop-down list of existing Contacts. This would be SUCH a help for those of us who do coordination of care with other providers and need to securely share things like release forms, completed assessments, uploaded files, and such, and have a timestamped record of that sharing.
It would be AMAZING if we could have the option to do this through the portal and set permissions have Contacts ONLY be able to see forms that are shared with them specifically. It appears that right now, there is only the option for a Contact to see all client forms or none at all.
Thank y'all again for being responsive on this and giving us this new function!
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FL Anxiety Institute
Tyson Edwards: I am loving this feature! I would love if there was a way to have this information pull from intake forms somehow.
Tyson Edwards
FL Anxiety Institute: Can you expand on this please?
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CT Anxiety Institute
Tyson Edwards: Sorry I'm just seeing this! For example, possibly adding a 'contacts' question into the questionnaires so that we can add it during an intake assessment and it automatically populate into the facesheet. Most times we gather contact information during our intake assessments and document the information there. That would require another staff member to go back into the profile and re-enter that information. Let me know if you need further clarification. This feature has been super helpful so far!
Tyson Edwards
in progress
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LEAF Assistant
This would be very helpful for adults who have other caregivers and guardians due to capacity.
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Alireza Parsoei
Ditto to this, As a child psychiatrist this comes up daily!
Tyson Edwards
I think this goes back to being able to create a minor profile?