Linda Crossley
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2 votes
An error occurred while saving the comment Linda Crossley
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11 votesLinda Crossley
supported this idea
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An error occurred while saving the comment 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.
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10 votesLinda Crossley
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7 votesLinda Crossley
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2 votes
An error occurred while saving the comment 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
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16 votes
An error occurred while saving the comment 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
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35 votes
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53 votes
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119 votes
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178 votes
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183 votes
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197 votes
When rescheduling appointments, it currently only allows the user to change the date and time but not the Service Type. If a provider utilizes multiple service types for one client, when rescheduling an existing appointment with one service type, it would be helpful to allow the user to also change the Service Type upon rescheduling. Right now, the user has to reschedule with the existing Service Type, then cancel that appointment and add a whole new one with the different Service Type to capture the change accurately.