Idea Request

A function where an admin user can select a group of clients (i.e clients assigned to a specific practitioner, or clients last seen in a certain year) to allow for easier mass deletion of clients who no longer attend the practice. Personally, this function would be helpful as we are required to delete clients who have not attended our practice in the last 7 years.

When you have the list up of inactive clients whose last appointment was over 90 days ago enable selection all files to be changed from Current to closed. I am currently going through over 3000 files and changing them one at a time. It is very time consuming and shouldn't be like this. Other medical software enables you to select patients/clients not seen in a date range and make them all inactive at the push of a button. Thanks

Having the ability to select multiple files and change simple functions like "Case Manager", "Client Group", "Site" and "Case Status" will make it much easier to sort through the client files. We have a team of close to 100 physios in the field with new clients being added and older clients who are no longer seen and the management / sorting and archiving of the 4,000+ files that we have is very difficult to do individually. A batch edit function will simplify this for: Each individual physio to manage their own case load of clients The admin staff who manage the clients "back of house" on behalf of the physios The Quality Control and Audit team who regularly review client files against company standards. How to make it work / look: A simple check box next to each client file in the client list would work well and then an "Edit" (or similar) button that provides a pop up box with the editable options would be ideal. Thanks

addition to search tool

At present the page numbers for the client list is only at the bottom of the page. Could we have it at the top as well please.

As a coreplus user when editing the Show/Hide Fields for the Client List, I would like for Injury/Illness to be an option to filter by.

Dear coreplus, As a user I would find it beneficial to be able to save my settings under Main Menu > Clients > Show/Hide Fields. Fields like 'Home Phone' are often empty and not required. Being able to save the filter once on my user profile, would save me time long term. Thank you. Submitted on behalf of, Hope Counselling and Support Service

Currently defaults to Surname first - can we have a basic tweak to list by firstname first?

The Events Log should log when a file is opened not just when changes are made.