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Procentive Feature Suggestions

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  1. Display Client's Preferred Name in Client List

    Display Preferred Name in Client List
    Currently, Procentive only displays a client's legal name, so searching for clients who are transgender or who go by a different name than the one on their ID is difficult. Can we have the client list display a preferred name in the search so we don't have to open profiles to find a client?

    6 votes

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  2. Addition to Misc tab

    In the Client's profile, Misc. tab, could an additional field be added, School District? Not only is school important but district is as well for reporting purposes.

    In addition to this, also have this field pulled into the 3400 as well.

    2 votes

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  3. Redacting

    We would like to have a way to respond to ROIs electronically to reduce staff time in finding each part of the record, printing it, redacting by hand, recopying and then sending out.

    1 vote

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  4. Help with multiple staff in same record

    An alert or identifier to show if another staff is in the same record at the same time.

    1 vote

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  5. multiple users for theralink. for example, having two individuals at 2 different locations, join the telehealth session. for instance,

    multiple users for theralink. for example, having two individuals at 2 different locations who are able to join the telehealth session. for instance if i am doing a couples therapy session, i only have 1 identified client (they are the primary insured) so technically i have to identify 1 of the 2 individuals as the primary. how do we invite the second person to the telehealth sessions if they are not technically the primary client; and not in the EHR system as a client.

    3 votes

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  6. Client generated profile

    I am wondering if there is an option for clients to create their client profile independently. Let me explain, currently a prospective client emails us with their information, we enter it into procentive to create the profile, and procentive emails them a link to set up username and password. Once they are logged in they self schedule.

    3 votes

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  7. Client Module > Notes Tab

    It would be helpful if there was a warning prior to deleting a Note. If you accidentally hit the delete button instead of edit (which are very close together), it's gone and you would need to try and remember what the note said to add it again.

    1 vote

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  8. Allow the Client's First and Last name to be colored in the appointment & client modules

    We would like the option to change the color of the Client's first and last name in the Appointment & client module. The colored notes are not a very good option as you actually have to review them to see what it means. If we could change the color of the clients name when they are considered a crisis client, in collections or are not allowed to schedule this would be very helpful.

    1 vote

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  9. Client Verification sheet

    It would be very helpful if the client verification sheet or client verification (short) reports would list the member ID number and the Insured's name in the insurance section. We prefer to print these two versions when updating the client information as the Client Details list so much info and we have had clients question diagnosis and notes that print on that report. Thank you.

    1 vote

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  10. Copy client in Clients module

    It would be nice if we could copy a family member that is already in the clients module when there are multiple family members that will be coming to treatment to be seen. Instead of having to add each client separately this would allow us to only need to change the information that is different for each family member such as DOB, last 4 of social, etc., but all other information that is the same will already be populated and not need to be re-entered again and again.

    3 votes

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  11. Gender and Ethnicity

    Can we have the client's gender and ethnicity show in the printview of the client detail report?

    2 votes

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  12. Multiple Locations

    It would be great if you could select more than one location for a client, similar to how you do in the Staff module. We have clients seeing multiple providers, and not necessarily at the same location. In order for all providers to be able to see the client's file/charting, we have to set the client's default location to [none], so some of our reports, etc are not accurate.

    5 votes

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  13. Add Date field for "On Waitlist" in Client profile

    I want to know if it is possible to add a date field on the staff tab in the client module to show when a client has been put on a waitlist.

    And then have that date as one of the Sort field on the 3170 Report

    3 votes

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  14. Authorization tab date sort ability

    Is it possible to allow the ability to sort the auth screen by the from date or the to date to keep them in order? I noticed that the admission tab automatically sorts when an older date is entered(previously missed or deleted and added after the fact). Wondering if this can be done.

    3 votes

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  15. client detail view

    It would be helpful to have all client email addresses listed on the client detail view, just like all phone numbers are listed.

    4 votes

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  16. Programs/Groups Tab on Client Module to Show Programs/Groups for Client's Location ONLY (Instead of Agency-Wide Programs/Groups)

    Our agency offers different programs to our clients and need the Programs/Group tab under the Clients Module to reflect only the programs and groups for that client's particular program.

    It gets VERY convoluted when every group for every program/location shows up on a client's chart on the clients module.

    3 votes

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  17. PRO-1586

    Highlight and/or require the Gender field in order to save the document.

    4 votes

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  18. Pronouns

    We would like to have the "Gender Identity" section from the Client Information Module appear on the right-hand side bar that comes up when you select a client appointment. This will help anyone who is viewing the appointment or client information know proper pronouns to use.

    12 votes

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  19. Default "Use this Email" for Primary Email to say "Yes"

    We would like to see in the Client's Profile, Phone/Email tab, to have the Primary Email, Use this Email, defaulted to yes.

    4 votes

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  20. autofill addresses if same as client in the mail tab and payer tab

    Here is one of my suggestions - in the Mail tab and the "Payer tab, can there be an option to choose "same address as client?" and just have it fill in if that's chosen? We have a lot of minors and when filling in those addresses in each box, it would be a time saver to just be able to choose, "same address as client."

    3 votes

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