43 results found

1. More than one number for Text Reminders

   We have staff asking if it is possible to have text reminders sent to more than one number? We have clients who live between two households and both parents are requesting to get the text reminders.

   26 votes

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   5 comments  ·  Client Management  ·  Delete…  ·  Admin →
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2. Display correct user on Client Dashboard fax log.

   Display correct user on Client Dashboard fax log. Currently it shows as "superuser".

   3 votes

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   0 comments  ·  Client Management  ·  Delete…  ·  Admin →
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3. Add a column in the Clients Module for email address

   Procentive does not have a report where we can generate a list of Active clients on a given clinician's caseload. In other words, the clinician should be Actively associated with the client. Currently, the reports generate a list of clients who have the clinician listed in the staff tab, regardless of whether or not they are currently Actively associated with the client (i.e. the Active box is unchecked). Essentially, we need information to pull from the clinician's Active caseload in the Clients Module so that we can quickly generate a list and communicate with a provider's caseload, in the event that we need to disseminate information about a particular provider. A report would suffice, or a column for email address would provide the ability to copy and paste, without having to open up each individual client to gather contact information.

   Procentive does not have a report where we can generate a list of Active clients on a given clinician's caseload. In other words, the clinician should be Actively associated with the client. Currently, the reports generate a list of clients who have the clinician listed in the staff tab, regardless of whether or not they are currently Actively associated with the client (i.e. the Active box is unchecked). Essentially, we need information to pull from the clinician's Active caseload in the Clients Module so that we can quickly generate a list and communicate with a provider's caseload, in the event… more

   9 votes

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   1 comment  ·  Client Management  ·  Delete…  ·  Admin →
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