Procentive,

If I could make one change to the system, it would be to add the ID/PMI field to the main page of the Client Module, so I can at a glance have all the information I need when making a call to an insurance company without having to flip back-and-forth between tabs.

We would love to have the ability to send appointment reminders (text and email) and include a link to make a payment at the same time. We continue to lose out on payment collection for those clients not being seen in office. The ability to customize the message would also be amazing for reminding people to send copies of their new insurance cards at the beginning of the year, etc. I believe something like this is available in another Therapy Brands product, Theranest? 

Good morning, Wonder if any other organizations are running into errors when trying to access the Diagnosis Tab from the client module? We have been running into this all morning.

When interviewing a potential client for intake how have you used procentive to complete the clients phone interview without making them an active client? Is there a "wait list" option. I have had them put our phone interview sheet together but didn't realize that I would have to give them a client profile, I issue with that is, if they decide to not come then what?

We have a number of clients with parents in different households. Are there any plans to possibly allow text reminders to more than one cell phone number?

It would be so helpful to have a link in the Client Dashboard to be able to add to an existing or create new "Client Note"