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Cindy Concannon

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  1. 15 votes

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    Cindy Concannon commented  · 

    Yes, I have very long detailed notes in the prospective client list. It would be great to have a contact log for prospective clients.

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  2. 18 votes

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  3. 23 votes

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  4. 34 votes

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  5. 30 votes

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  6. 69 votes

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  7. 91 votes

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  8. 95 votes

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  9. 119 votes

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  10. 139 votes

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  11. 197 votes

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  12. 223 votes

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  13. 4 votes

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    Cindy Concannon commented  · 

    I run a non-profit agency and offer wellness groups (free)(support, not direct therapy) that community members can drop into. For instance a group may run for 2 hours and attendees can come for any part of that time. I would like to be able to add and remove attendees from group attendance per session.

    This is a different type of group than a therapeutic group. I would still like to keep track of participants and demographics as well as general group notes: date, attendance, summary of group - without individual client cases - as it is not a therapeutic relationship and the consent and policies are different for this type of support (not direct therapy)

    Often therapists will run ongoing support groups with changing attendees.

  14. 3 votes

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  15. 139 votes

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  16. 14 votes

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    Cindy Concannon commented  · 

    The bar to slide the grid only shows up when you scroll to the bottom of the list, then when I scroll back up to hit the edit button I can no longer see the client's name. It would be great to have the potential client's name and contact info show, then when I select edit have the note and any other details show. I have very long notes on times and ways I have contacted potential clients.

  17. 44 votes

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    Cindy Concannon commented  · 

    Yes, please, I am the director of a learning clinic and would like for my staff (intern clinicians) to use their preferred name. I am so pleased that you have this for clients. Thank you

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