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Filter client list by client flags

When viewing the client list, allow me to customize the grid to include any client flags and allow me to sort/filter by the flags.

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AdminMaria Coyle (Sr Product Manager, theranest) shared this idea  ·   ·  Report…  ·  Admin →
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  • Billing Specialist commented  ·   ·  Report

    Sorting by client flags would be great! Just having them on the Agenda and the client page is ok, but the billing department could use them as a resource. Running reports on clients who need credit cards, need insurance, have EAP's, etc would be so useful.

  • Anonymous commented  ·   ·  Report

    add flags on client in clt customized grid

  • Amy Juarez commented  ·   ·  Report

    We're started using the client flags in TN and they are very helpful, however, we believe that it would be much easier for us to be aware of the flags if it came up next to the client name in the "clients" screen. If it cannot be automatically placed next to the client name, perhaps it could be added as an option under "Customize Grid". If it were available on that screen, it would be quick and easy to see them "at a glance".

    We appreciate you considering the addition of that feature.

  • Chanin Prietzel - HCC commented  ·   ·  Report

    Having the flags is a great baby step in the right direction, but what good does having a client flagged if I can not utilize the data?

  • Meagan Ellis commented  ·   ·  Report

    The client tags are so helpful but it would be wonderful if we could search what clients have what tags. Adding a filter on the client page

  • John Adams Perez commented  ·   ·  Report

    The flag feature is a very good addition to Theranest! I feel it is critical to have a feature that allows users to sort by flags! I would even escalate that suggestion to one where we could pull reports based of a flag! I would love to know how many clients are flagged with the same flag! Please consider adding this!

  • Karen Gladen commented  ·   ·  Report

    We are just starting to use the flags and adding this feature would be immensely helpful.

  • Redeemer Counseling Jolene Halzen commented  ·   ·  Report

    Adding client flag to Customize Grid would be wonderful! And bonus points if you can add a drop down to sort the client list by flag type or client flag icon type. I also support a report that pulls a list of clients with client flags, and also displays the type of flag, making the list sortable by CSV then.

  • Chantal Hayes commented  ·   ·  Report

    This is absolutely CRITICAL. Without a way to sort or run a report for all clients with flags, what are flags good for?!

  • MargaretA Pennington commented  ·   ·  Report

    It's great that you added client flags. My suggestion for improvement - When I customize the grid in my client list, I would like the option to add a column to see the client flag.
    Thanks.

  • Janelle Gray commented  ·   ·  Report

    Please allow the flags to be visible on the ledger and bill to/insurance info tabs. It would also be helpful to see the flags on the client list. It could be on the customizable grid so there is an option to see the flag or not see the flag. Thank you!

  • Christine Wheeler commented  ·   ·  Report

    Agreed. At least having an option to customize the client page gride to view the flags would be very helpful!

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