Ability to mark existing clients as family members of another existing client.
C
Clement Wong
Ability to mark existing clients as family members of another existing client, this would prevent the need to create both a client and then add the same information as a family member.
Log In
Lachlan Cox
Merged in a post:
Family therapy clients
k
kirstin@perthpsychologycollective.com.au
We take on Family Court Ordered Therapy. In this process, we see clients individually and at those times they use their MHCP. This requires us to set up individual files which sometimes means 5 files. On top of that, it means we have to upload countless Court documents to EACH file. CP doesn't manage system clients well at all - couples or families. This really needs improvement.
Lachlan Cox
Merged in a post:
Contacts - Family
D
David Logue
Ability to search existing patients and link patients in the Family section under contacts.
Some people have someone that manages their appointments and accounts. Ie elderly or children. Section on Details for contact person and phone number separate from clients details.
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Janice Moore
Definitely want this!
M
Merryl Finlayson
I vote Yes Yes Yes to this
M
Matthew O'Carroll
open
Andreas Papastergiadis
Thanks for the feedback Kristin.The family and third party contacts section is definitely something we would like to address in the future. May I ask what changes you'd suggest to help linking up family members?I look forward to your response,Andreas
Andreas Papastergiadis
Hi Kathryn, Thank you for posting to the ideas portal!We definitely want to tackle the contacts and family members section of coreplus in the near future. I believe that having a family member the point of contact would immensely help keeping in touch with clients. Their contact information could even feed into the calendar appointment or an invoice allowing you to direct contact information to where it needs to go.Thanks again for the suggestion, Andreas