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Marissa Revord

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  1. 7 votes

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    Marissa Revord supported this idea  · 
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    Marissa Revord commented  · 

    Hello,

    Currently there is an option for me to send a message to all active portal members. I would like to suggest that you add a feature that would allow me to send a message to all clients assigned to a specific therapist. For example, if a therapist will be on vacation, it would be nice to be able to type in the therapist's name and send a message to all of their clients reminding them they will be out of the office.

    Thank you for your time and consideration.

    Marissa Revord
    Office Manager
    Fun First Therapy
    info@funfirsttherapy.com

  2. 3 votes

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    Marissa Revord commented  · 

    Under the 'Additional Details' tab, it is helpful that there is a section to enter PCP information, however, I noticed there is not a field to enter a fax number. We communicate with practices on referrals by fax and adding this field would allow us a quick reference when we are working on these communications with other offices.

    Marissa Revord supported this idea  · 
  3. 82 votes

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    Marissa Revord commented  · 

    Hello,

    I am using your task feature to track follow up items with patients and I wondered if there is a capability to allows others within our company to see my tasks. This would be helpful for monitoring progress while a staff member is on vacation or out for the day.

    Marissa Revord supported this idea  · 
  4. 2 votes

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    Marissa Revord commented  · 

    Currently the task feature has a limit of 1,000 characters, and I've maxed that out. It would be helpful if the tasks would allow more characters so we can keep a continuous note for reference when coordinating with a client.

    Thank you for following up on this. I'm using the task list as a to-do list, but also making notes within. For example if we received a referral for services, I would note the details, then reach out to the client. If they don't answer, I make note I've left a message and push the due date out to follow up a few times (making notes each time). I would also note things such as therapist availability for the appt.

    Marissa Revord supported this idea  · 

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