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Procentive Feature Suggestions

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  1. Legal vs True/Preferred Name and Prounouns

    I would like a way to have a person’s true name (if different than their legal name) to show up prominently on reports, in the client module etc so as to respect those in the trans community who have a dead name that is harmful for them to see/hear. First, re-titleing ‘Preferred Name’ to ‘Preferred/True name’ and having that name show up along with the legal name in all instances. Also, a way in the Payer tab to enter the name that is on the person’s insurance policy. Finally, a selection to choose someones preferred pronouns and to have that…

    30 votes

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    6 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Client Portal Invite restriction

    We've had an issue with multiple invites being sent to the same client. Hopefully there could be a limit on how many could received in a certain timeframe.

    1 vote

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  3. Clinician notification when documents are signed

    It would be helpful for clinicians to be notified when documents are signed via the client portal, this way they would not have to guess or go under clinical charting to see if the document has been signed by the client. Notification could be done by ticket or by email, this would be extremely helpful and eliminate the guess work of who has signed what documents.

    2 votes

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  4. Log out of Portal after User is Inactive

    There are cases where people have tried to activate their portal with us, and then they receive an error that they're already logged in. After troubleshooting, some of them have realized that they are still logged into their portal account with another provider at another clinic that they haven't attended in years.

    Is there a way to have the account log out after they are inactive? I feel like it could be a privacy concern with shared devices in addition to causing issues when households have one computer and multiple accounts on the portal.

    2 votes

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  5. Easier accessibility within client portal

    To help reduce the number of unsaved and unsigned documents, it would be nice to have easier accessibility to the next button within the client portal (kiosk). Posting on behalf of Lora at MNTC.

    1 vote

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  6. Client Portal Document Visibility Controls

    The enhancement request I have pertains to an issue within the client portal. Currently, clients and client representatives given access to the portal are able to view forms saved by clinicians as long as the portal manager has assigned access to the specific form. The issue arises when clients and client representative are able to view incomplete documents not yet intended for viewing. For example, a clinician often takes multiple days to complete forms like the weekly progress update, transition plan, and discharge summary. The clinician often saves the document, creating client portal visibility, although the document may not be…

    2 votes

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  7. client portal app

    Hello, it would be fabulous if Procentive had a app for our clients with client portal. most of our clients that need to use the client portal do not have access to a computer/tablet or larger device and so they need to do it on their smart phone. This would create a much user friendly option for our clients. thank you!

    13 votes

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  8. Client Portal Cue

    It would be nice to have one location where we can see all users using the client portal. We have to go through each of our clients (100's) to see who has access, accessed, and pending. It would be nice on the admin end to have a location to see all of the clients associated with the portal instead of remembering each number, guardian, or representative who has received an invite.

    2 votes

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  9. client portal self scheduling

    We have our portal set up so that clients can request appointments.
    However, we can only select one person to get a message when a client makes or requests an appointment.
    It would be way better if that message can just go directly to the counselor.

    4 votes

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  10. aduarte@thefamilyctr.org

    Be able to duplicate document in multiple files. i.e. we scan the main client ID in client>payers>documents, yet we have to do that for each client so in a family situation this can be 4 to 5 times, and couples 2 times. We currently scan and save to desk top them load the documents; however, it would be great if there was a button that said "Duplicate to other Clients" and allow you to either place the other client numbers or just duplicate on all other files were the client is the primary payer.

    1 vote

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  11. Client portal and documents should be moblie friendly.

    Most people use a mobile device rather than a computer for their everyday needs. Currently clients are at times unable to see the signing windows on their phones .

    21 votes

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  12. Kiosk

    Requesting to have the option of kiosking forms to either the client portal or directly to an email address. Right now you have to choose one or the other for your entire agency.

    It would be nice for situations where 2 parents are both completing the same forms for their child (client representative option gets too confusing/complicated), or if someone is having technical difficulties with registering/signing in to the portal, it would be great to be able to send via email as a last resort.

    5 votes

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  13. Enter credit card information directly through client portal

    Allow a client to enter a credit card number directly into a vault, using client portal. Posting this on behalf of Alyson at River Counseling.

    5 votes

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  14. Clients should be able to upload a copy of their insurance card to the portal system. Also they should be prompted to do this.

    Clients should be able to upload a copy of their insurance card to the portal system. Also they should be prompted to do this.

    31 votes

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  15. Electronic Signature for Clients in the Portal

    It would be really helpful if clients could use a digital signature for forms in the Client Portal....similar to what is used in Clinical Charting. We are always receiving forms with no signatures.

    12 votes

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  16. Client portal invites or messages from portal need to have some sort of client info detailing who it's for, ie client # and initials.

    Parents with multiple children in therapy have no idea which client portal invites or messages (Procentive generated emails) are for which person. Emails need to include something, like initials of clients, so parents know which family member it's for. I had to help a mom fix usernames and client portal access for all 4 of her kids bc of Procentive emails being generic.

    5 votes

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  17. In the Client Portal Manager module, it used to work that, if you navigated away from that module but then navigated back or if you refreshe

    In the Client Portal Manager module, it used to work that, if you navigated away from that module but then navigated back or if you refreshed the page, it would still show the same patient. The system no longer works like that, which is inconvenient.

    1 vote

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  18. Addition of a Portal ready check box on all clinical charting

    Addition of a Portal Ready check box on all clinical charting as a way to control what notes a client can see (of a certain form #) in the Client Portal to address client safety issues, i.e. the ability to remove a note for a specific DOS due to "the information is detrimental to the physical or mental health of the patient, or is likely to cause the patient to inflict self harm, or to harm another " (Minn. Stat. 144.292, subd. 7). Using the inactive feature for this purpose is confusing, as the note is still part of the…

    3 votes

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  19. family members in same portal

    Clients who are in the same family should be able to be combined to one portal. Clients can't use the same email to set up more than one portal, and therefore need to create another email to finalize paperwork for other child/family member.

    13 votes

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  20. Client representatives and client signatures

    Client representatives and clients should all be able to sign the document from their separate logins when the document is sent to the client portal once, instead of having to resend the document to the portal after each signature is submitted.

    1 vote

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