Hilary Spears
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53 votes
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An error occurred while saving the comment Hilary Spears commentedIt would be helpful to be able to add referral source to the session units report. To my knowledge there isn't a current report that allows me to connect session units to the referral source.
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An error occurred while saving the comment Hilary Spears commentedIt would be helpful if we could adjust the timeframe that the re-authorization reminders come through for client's whose authorization expires on a certain date. For example, 1 month out, 2 months out, 2 weeks out, etc.
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194 votesHilary Spears supported this idea ·
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194 votesHilary Spears supported this idea ·
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138 votesHilary Spears supported this idea ·
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839 votesHilary Spears supported this idea ·
When giving parents access to their child's client portal through the client contact network, it would be very helpful to be able to select which intake forms to send them at the same time as that invitation....similar to inviting a client to the portal normally.