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Linda Crossley

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  1. 10 votes

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    Linda Crossley commented  · 

    Upon a provider's death, there should be functionality that makes it simple and easy for the legal representative to compose and distribute a letter to ALL (both active and archived) clients informing them of the passing of their provider in a secure/HIPAA compliant way. It could be a part of the Intake Forms functionality in the General Documents section of the client's record or something completely new.

  2. 9 votes

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  3. 7 votes

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  4. 2 votes

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    Linda Crossley commented  · 

    Now that Secure Messages can be Saved to the client's record, the client's name in the Secure Message should be a link, where you can click on that client's name and go to the client's record directly to sign the Secure Message. Right now, you need to go to the list of clients, find that particular client and click on their name there, and then navigate within the client's record to the Case Contact notes tab in order to simply sign these messages.

    Linda Crossley supported this idea  · 
  5. 16 votes

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    Linda Crossley commented  · 

    When new clients are asked to complete the Intake paperwork through the Client Portal, it would be beneficial if the document Autosaves (similar to how the Notes work on the provider side) to ensure data is not lost in the process due to various situations, like a power outage, an internet outage, timing out if the person steps away for a moment and does not return back for a bit, etc. The process of reading the Intake paperwork and completing the required forms may take a considerable amount of time and it would reduce stress and barriers to the intake process if the customer was assured they would not lose their data in the process, before electronically signing and hitting the Submit button.

    Linda Crossley supported this idea  · 
  6. 35 votes

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  7. 53 votes

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  8. 119 votes

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  9. 175 votes

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  10. 173 votes

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  11. 179 votes

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  12. 195 votes

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