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.

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"

Just wanted to say thank you on the great job done with adding the ability to add descriptions and archive documents in the payers tab!  The new features there have been more useful than I anticipated.

Thanks again!