Client Details In our agency we have lots of ebb and flow and it requires frequent changes to our care coordination team for our clients. I'd like to be able to change our primary as you can in Excel. There's an option known as find and replace an...

Many data fields do not apply when a community client, coalition activity, etc are the client to which activity, time tracking and charting are entered. Examples include: birthdate, next of kin, demographics which are not needed. This change would...

Email is use is very common with clients and family

If there was a yes or no button for current release on file to release PHI to that contact would allow for a quick easy access for all staff to know if information could be released. I could also see an effective date or end date to assure it is c...

I’m starting to look at some programs that involve tracking and reporting client families. I’d like to introduce a family ID that can be shared by multiple clients

A client can have more than one referral source.

I’m not sure if other agencies struggle with this, but our nurses think it would be amazing if the client details had a “referral date” location. As is, we enter the referral date, then write over it with the admission date when the client...

We would like to be able to have a picture of clients associated with their record that is visible when looking at their client details.

Client Details

Don't have to verify elsewhere that the billing address and physical address are different. Many clients have billing and other paperwork get sent to guardian or POA.