Jennifer Ramirez
My feedback
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13 votes
Jennifer Ramirez supported this idea ·
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178 votes
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53 votes
An error occurred while saving the comment Jennifer Ramirez commented
When using the contact network where they have different email accounts and log in info, why they can see each other's info? This is an issue with co-parents and couples being able to view each other's answers. If they share a portal and complete paperwork, then couples aren't comfortable being honest with intake forms knowing their partner or co-parent can read the forms. If they have separate portal logins they shouldn't be able to see each other's forms.
2. Client should only have access to see appointments and what has been paid. If it is because it downloads their information to the general documents tab, can other clients not set up for contact network see files that we put in the general documents?
Jennifer Ramirez supported this idea ·
From one of our therapists: " a feature that I LOVED with Simple practice was it would alert me when a client's birthday was coming up. It was really helpful and clients were always surprised and thankful when I would remember their birthday."
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