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43 results found

  1. 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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  2. 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.

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  3. 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.

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