Feature Requests

Add the Clients Tab as a button on the Dashboard

It would be REALLY helpful to have this function: This would make it MUCH easier to field group therapy interest inquiries. Right now, I create a basic inquiry form for any group I run, then do a short consult with each person to ensure they are a fit for the group. If they are, then a file is created so that they can sign intake paperwork, at which point that initial inquiry also becomes a part of their patient file. Being able to simply reassign it there would cut out so much admin and room for potential security mishaps with printing/saving files to my computer to then re-upload in the right place. A similar reason to above: sometimes an existing client completes a form anonymously by mistake and it needs to be re-filed correctly. Again, being able to just reassign it to their chart instead of having to print it and then upload it in the right place would cut down admin time and potential for security mishaps.

When a document is currently shared, the events tab does provide details -- but it lists all file names as "Files" when they are coming from the "Files" section of the chart. It would be more helpful to list the specific file name so we know which document was sent.

When Uploading the Photo Id and Insurance Cards from The Registration Forms, only allow the client to upload vertical, so no manipulation is required during the upload process, therefore no error message.

Currently I have to go into the fax history or the portal to see if I faxed or shared a document. Can you add a small insignia to the icon in the timeline that would indicate that a fax or share took place? Ex. on Care Plan icon on timeline (s). The (s) would mean I shared it to the portal. An (f) on a report would mean I actually faxed that document. Would save time

I would love to have my supervisor's only be able to access their clients as well as the client of the therapists they supervise instead of all client's chart.

In each patient's profile there is a subsection called FILES. I wanted to organize our documentation based on old plans of care, massage vs. physical therapy, etc. When I pressed ADD FOLDER - it added a folder into EVERY patient's chart. Can we make it personalized per patient? Ex. Not every patient is seen for massage (so a folder in every file is unnecessary).

pleaaaaaaaaase create the option for in-office forms to be uploaded and customizable/mappable. i ran into an extremely frustrating issue where reps said that there was no way to upload a mental health pre-authorization form that will pull in client data to make filling out such a task easier. please consider this!!