WebABA
6 results found
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Make the prospective client list a customizable grid and make it printable.
The prospective client list would be more functional and easier to use if the grid was customizable and you could export the list for the purpose of printing it.
1 voteA portion of this feature request was able to be completed on our 9/6/23 release of now having the option to export the prospective client list as a CSV or PDF download.
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Client ID #'s
It would be great if we could use the "ALL" tab when searching by client id#, under the clients tab and it pulls up both active and archived clients. For example, when i try to access an archived client with client id using the "ALL" tab, it doesnt show up but then if I go to the "Archived" tab, it will show up. I think the default should automatically be to "ALL" unless you decide to change it, instead of defaulting to "Active" so that whatever your method of search, the client shows up, ie name, client id, dob, ph…
2 votesArchived client's ID numbers as well as their other information can now be viewed under the "All" tab. There is also a new "Customize Grid" button under the "Archived" tab where users can view other pertinent information related to their archived clients.
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Add Location Option to All Clients Customizable Grid
I would like to be able to filter the All Clients List by location if possible.
2 votes -
Link Client Auths and Assigned Service Types
Feels like double to work when we are inputting auth's then the same information under assigning the service type. It should be linked automatically.
2 votes -
CC function for client messaging
I would like clients to be able to send an email in the portal to not only their scheduled clinician but also to other family members that are loaded into the contact network. This will prevent parents that are separated or divorced to not have one sided communication with the clinician.
3 votes -
1 vote
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