Jessica Wilcox
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223 votes
An error occurred while saving the comment Jessica Wilcox
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301 votesJessica Wilcox
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134 votes
An error occurred while saving the comment Jessica Wilcox
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I will agree with the other comments.
I am office manager for our agency. I am the primary contact person for over 30 clinicians and over 500 clients. I could more accurately log and track messages with access to the Contact Log Notes. Yes, I do have access to appointment information and can track those. But do not see logs of contact attempts, and messages sent or received.
Jessica Wilcox
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33 votesJessica Wilcox
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14 votesJessica Wilcox
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An error occurred while saving the comment Jessica Wilcox
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I am the office manager for our agency. Occasionally, I must contact insurance companies about claims. It would be helpful to me if I had access to the clients' diagnosis codes. Possibly on the Client Details Tab. It is inappropriate for me to have permission to see therapists' notes, which is where the diagnosis codes are currently located. Thank you for your attention.
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148 votesJessica Wilcox
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Jessica Wilcox
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PLEASE, remove the "Enter Insurance Info" button from the "Client Details" tab. When entering new client information, if this button is clicked before the client's information is saved, all entered information is lost. Having that button may seem like a shortcut, but it is inconvenient when client information is lost, and must be re-entered.