I’m not sure if this is the right place for this suggestion. In the “additional details” tab, it would be amazing if those fields were customizable. We have no real need for the existing fields, but could definitely utilize a tab for “client comments” where a note could be made, or a place for other generalized info, such as PHI authorized individuals.
(there used to be a “request a feature” area… is this it now?)
Additional Details
Hi!
You could use the “client note” field that is located in the client details. These notes will display within the client details and show on the agenda which would be helpful for any front desk staff to see right away if whom they are talking to on the phone is an authorized person.
Read more about this here: Add a Client Note/Memo
Regarding product requests, I have sent you email directly but you can send your ideas to our support team at theranest.support@ensorahealth.com
Yes we are currently doing that, but the whole “Additional Details” tab seems like a waste when we don’t have use for any of those fields. If they could be customizable, that page could function for us.
I like this idea and we could definitely benefit from customizable fields under Client Details that we’d be able to run reports on, using our customized fields. That would be extremely helpful for our statistics that we compile each year about our non-profit organization to share with donors, regarding different demographics of the clients we service. Great idea! 👍
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