Procentive Feature Suggestions
29 results found
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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 .
25 votes -
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.
15 votes -
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.
15 votes -
Client signature required before being able to send
We would like it if a client was not able to send a form through Client Portal, without signing it first.
8 votes -
kiosk multiple copies of same form
I would like an enhancement feature that adds a drop down menu next to forms being kiosked to the client portal, that allows mutliple copies of the same form to be added, rather than the current system of manually adding that same form multiple times. Our consent forms only need to be added once, but we're always adding multiple release forms, as we request client medical records from several providers for each client.
6 votes -
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.
34 votes -
The system should have the ability to automatically send preset documents already in the portal to clients when the invite is sent
The system should have the ability to automatically send documents in the portal to clients when the invite is sent instead of selecting them everytime a invite is sent. I know that every client would not need all of our portal documents would they all need consents and client intakes
8 votes -
signature
We would like to request an addition to client portal documents which will hopefully help with clients who are unable to sign the documents. Please add a 'if this device has a touch screen, please check this box to use your mouse' box, like the one found on client contact logs. This enhancement request is being made at the suggestion of Kris Zerse via ticket # 3434569 . She believes having that box available in documents which have been kiosked to the portal will help clients with a touch screen be able to successfully sign the documents.
13 votes -
email notice sent to client when new statement is available on portal
I am wondering if there is a way to change the email notice that clients get when a new statement is available on the portal.
It currently has no reference to our Agency. ... It only references Procentive.
Currently shows as : "A new statement is available within your client portal. Please use this link to log in."At a minimum it should say>>> A new statement is available within your (agency name) client portal.
14 votes
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