We are currently getting error messages when trying to navigate the client module, and when saving or opening appointments, etc.  Anyone else seeing this?  Many staff are reporting it here.

Is it possible to add multiple clients to one staff other than doing it individually for each client? We have about 40+ clients and around 35 staff and every time we hire a new employee, I have to add them to each client 1 by 1. Is it possible to add 40 something clients to 1 new staff all at once vs. adding 1 new staff to 40 different clients individually?

When new reports are created (DA's, EIDBI ITP's, and CMDE's), can the diagnosis date/ITP date's/CMDE dates automatically post in the client's module under the diagnosis/treatment plan tabs? If so, how can we make this happen?

It would be great if the Client Module could be modified to be somewhat mobile friendly. The way it is now, the only way I know of to open a client profile in the Client Module is by double-clicking on the client itself. As far as I know, this is not possible to do on a mobile device, as double tapping on anything in a browser serves as a zoom function.

Would it be at all possible to hyperlink the clients' names in the Client Module so we can access their profile? This is already done in the Time Module, so to me it makes sense that it can be done in the Client Module.

Thanks for the consideration!

For whatever reason last week and now into this week I have not been able to enter a payer in the client module. When I click add I get the pop up box with my payer options and I can select however it does not save. Has anyone else had this experience? This may be a contact Procentive issue.

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? 

We have some staff running into errors when doing billing or moving around from module to module. I am not able to replicate it, so wondering if others are having the same issue?  Issue code is: 

ec2-3-142-122-41.us-east-2.compute.amazonaws.com1594181776.

Both appear to default to first pulling up a list of all clients we've ever had, so it's very slow to load. It also will not allow the user to search for a specific client until this initial loading is complete.  Settings currently in place: Location, Staff, Program, and Note Type are set to all and Client Status is set to Active & Inactive.

Thanks!

Anyone else having issues entering DX codes in client mod for new clients?  Just started today. We can access the code dropdown and select the code but nothing happens when we select "OK".  We also can't manually enter the code. 

Does anyone else have issues with viewing records? We have a front desk worker who is not able to see any records, to fulfill records requests coming in (part of the front desk job)...  

I started out as a front desk worker and am now in billing, but this new worker can never see records on a client's dashboard or anywhere (if it is before a certain point). I was always able to see EVERYONE's info to fulfill requests (when I was in the same role). 

Any thoughts or solutions?