Clients

How to publish the client communication on the parent portal
This feature allows you to publish any communication to the parent portal. To do so, please follow the below-mentioned steps: Choose the Client whose c...
Mon, Aug 1, 2022 at 5:01 PM
Zone added to client bio
We have added the zone to the top of the client bio page. Other than adding the zone to the client's bio when creating a new client no further actio...
Fri, Nov 4, 2022 at 3:31 AM
Export to Excel button in the web app
We have added the Export to Excel button to all windows where a grid is available. You will find the button underneath the header of the window. Other t...
Fri, Nov 4, 2022 at 3:55 AM
Client Zone name is available in the summary (top section) on the client profile
For a quick glance here is a video - Client zone is available in the summary on the client profile We have added a new option in the Client profile w...
Wed, Nov 9, 2022 at 4:16 PM
Auth Auto Close Flag by Expiration Date
For a quick glance here is a video - Auth Auto Close Flag by Expiration Date To ensure that the system Automatically closes Authorizations after Expi...
Wed, Nov 9, 2022 at 4:25 PM
Client Communication View Icon
A new feature has been released which will allow you to view the uploaded files for any individual communications in the client profile under the Client Com...
Wed, Nov 9, 2022 at 9:33 AM
Client Leave Notification
For a quick glance here is a video - Client Leave Notification Under the client biography, you will see a new option of Notification Supervisor. Cli...
Thu, Dec 15, 2022 at 4:46 PM
Rendering and Acting Supervisor names on Client List
For a quick glance here is a video - Rendering and Acting Supervisor names on Client List Users who have access to view the Client list page can now vie...
Thu, Dec 15, 2022 at 4:48 PM
Customer Properties Sequencing Feature
For a quick glance here is a video - Customer Properties Sequencing Feature In the Custom Properties page for the clients and employees, you will view a...
Thu, Jan 26, 2023 at 7:20 AM
Treatment Team Include/Exclude Options
For a quick glance here is a video - Treatment Team Include/Exclude Options There are 2 new fields added on the Treatment Team page. 1. Include Inactiv...
Thu, Jan 26, 2023 at 7:24 AM