Include therapist on Client Intake report
When running the Client Intake report, show the therapist(s) assigned to the case.
-
Ginger Veitinger commented
Or add a feature which allows us to filter or query by therapist so we're only seeing the specific information we need.
-
Rachael Eichhorn commented
Please update this! It adds extra time to run a report and then having to add crucial information. The provider assigned to the appointment should be included.
-
Suzanne Mundy commented
It would be helpful if a new clients name was in red signaling that their intake paperwork had not been completed and then when those are emailed back into the system, the name changes to white. That way you can quickly scan the calendar looking for names that pop out so you know they are not completed yet. It is time consuming to have to keep looking up each individual client and opening their details to get that info