Hannah Dudley
My feedback
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84 votes
An error occurred while saving the comment Hannah Dudley
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134 votes
An error occurred while saving the comment Hannah Dudley
commented
I would like to be able to track contact with potential new clients, inactive/closed clients, etc. without having to have an open case -- as I might not be actively serving that client, but have received contact from them - For example: A request for records after their case was closed; I don't want to reopen the case, necessarily (because I'm not newly treating the client) and don't want to open a new case just for that contact. OR a client that is interested in attending a consultation, but then decides not to continue services.
Hannah Dudley
supported this idea
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857 votes
An error occurred while saving the comment Hannah Dudley
commented
Same with a family -- the couple or family is my client, not the individuals -- it's a hassle logistically in the system, but also being charged more for seeing a couple, even though that's only one client for me, since I have to enter them as two separate clients, then connect them as a "group."
Hannah Dudley
supported this idea
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Now that we can alter the invitation email, at least there's the option of copying and pasting a Spanish version in.... However, that doesn't change the fact that when the client gets the invitation, all the prompts are going to be in English. I think it would be great if there could be a "Spanish Profile" option, so everything (demographic prompts, insurance, etc.) are all in Spanish for selected clients.