Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

Valarie Clemente-Crain

My feedback

1 result found

  1. 38 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    An error occurred while saving the comment
    Valarie Clemente-Crain commented  · 

    The Intake form should default to the first actual intake session date, as that is the standard for how clinicians bill insurance companies and do intakes. Or, we should be able to change the date to represent the contact that represents the actual intake. Right now it defaults to when the case is opened, but the client might not be seen for weeks - a phone call is not an intake session. And the therapist is generally the person who completes the intake document, not the person who briefly speaks to someone on the phone.

    Valarie Clemente-Crain supported this idea  · 

Feedback and Knowledge Base