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  1. 175 votes

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    Anonymous commented  · 

    Is there anyway to create a report that would give clients’ birth month and day? I would like to send clients’ birthday cards like my doctors office does with our family.

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  2. 82 votes

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    Anonymous commented  · 

    I would like the option to email collaborative partners like social worker, attorneys, judges, etc via the secured email messaging.

    Anonymous supported this idea  · 
  3. 223 votes

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    Anonymous commented  · 

    When entering client details and there is a box for adding the insurance information. If a draft would be automatically saved (or require an additional box to come up to say warning new information has not been saved) of the details when you click on the add insurance info tab without losing the information.

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  4. 194 votes

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    Anonymous commented  · 

    It would be great for additional space to add the non-custodial information whenever I am working with children who reside with one parent.

    Anonymous supported this idea  · 

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