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Susan Shepard

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  1. 12 votes

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  2. 138 votes

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    Susan Shepard commented  · 

    Hello, we would like to add a client's photo to their profile and have it pop up when you click on the client info. This will allow counselors and front desk staff to easity identify clients in the waiting room area and upon check-in. I notice many doctor's offices are adding this feature to ensure HIPPA compliant practice!

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  3. 166 votes

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    Susan Shepard commented  · 

    I have seen other software programs use color coding to change the client status as 'checked-in' and alert the counselor promptly their client is ready to be seen! This basically alerts the counselor the client has checked-in (made payment and ready to be seen!).

  4. 111 votes

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    Susan Shepard commented  · 

    We are having problems with clients completing the demographics and insurance info-they just don't see the tabs at the top of the page in the black bar. It says fill out the forms but nothing about the portal info...we had to put in the online form section: STOP and go to top of page to complete demographics, Ect...

    Susan Shepard supported this idea  · 

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