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Bella B.

← Customer Feedback for Procentive

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31 results found

  1. client portal app

    18 votes

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    1 comment  ·  Procentive Feature Suggestions » Client Portal  ·  Admin →
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    Bella B. supported this idea  · 

  2. Display Client's Preferred Name in Client List

    11 votes

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    0 comments  ·  Procentive Feature Suggestions » Client Management  ·  Admin →
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    Bella B. shared this idea  · 

  3. Add a column in the Clients Module for email address

    9 votes

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    1 comment  ·  Procentive Feature Suggestions » Client Management  ·  Admin →
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  4. Add Date field for "On Waitlist" in Client profile

    4 votes

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    0 comments  ·  Procentive Feature Suggestions » Client Management  ·  Admin →
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  5. Multiple Locations

    7 votes

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    0 comments  ·  Procentive Feature Suggestions » Client Management  ·  Admin →
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  6. email notice sent to client when new statement is available on portal

    14 votes

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    1 comment  ·  Procentive Feature Suggestions » Client Portal  ·  Admin →
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    Bella B. commented  · 

    Yep, we've had multiple clients get upset because they didn't know they had a statement because they don't know that the bill is with our agency.

    Bella B. supported this idea  · 

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

    5 votes

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    0 comments  ·  Procentive Feature Suggestions » Client Management  ·  Admin →
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  8. More than one number for Text Reminders

    26 votes

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    5 comments  ·  Procentive Feature Suggestions » Client Management  ·  Admin →
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    Bella B. commented  · 

    And more than one email for email alerts too. We have so many situations where there are co-parents or a teenager and a parent who both want alerts.

    Bella B. supported this idea  · 

  9. Pronouns

    12 votes

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    0 comments  ·  Procentive Feature Suggestions » Client Management  ·  Admin →
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  10. autofill addresses if same as client in the mail tab and payer tab

    4 votes

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    0 comments  ·  Procentive Feature Suggestions » Client Management  ·  Admin →
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  11. Legal vs True/Preferred Name and Prounouns

    33 votes

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    6 comments  ·  Procentive Feature Suggestions » Client Portal  ·  Admin →
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    Bella B. commented  · 

    100% agree.

    I have to brief clients and say, "When you log into the portal, it will display your name and sex as it appears on your ID/insurance information. Is this something that is ok?"
    We have had to completely bypass the portal and send PDFs to complete and send back because I don't want a client to need to see their legal name which can be very distressing.

    Also, preferred names should show up in search results. It will still show the client as a result, but maybe add a column for "Preferred Name".

    Bella B. supported this idea  · 
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