Settings and activity

131 results found

1. Client Profile Critical Info (Medications, Allergies, Cautions) Easily Viewed and Edited

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   0 comments  ·  Ideas Hub » Client lists and profiles  ·  Edit…  ·  Delete…  ·  Admin →
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   Kathryn Clevenger shared this idea  ·  Jan 18, 2026

2. would love to have a tab on the clients profile like where the allergies and medications are to have the patient's home care routine

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   Waitlisted  ·  1 comment  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Kathryn Clevenger commented  ·  Jan 18, 2026  ·  Edit…  ·  Delete…

   I hate that this is Waitlisted! We need to be able to quickly look at the medications a client entered when filling out thier profile, update it when they come in. Same with Allergies.
   Allergies TAB should be Orange for warning -that's what we used to highlight Allergies or Cautions on the top right corner of a clients paper chart back in the day.

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   Kathryn Clevenger supported this idea  ·  Jan 18, 2026

3. Medical/Surgical History that auotpopulates

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Kathryn Clevenger supported this idea  ·  Jan 18, 2026

4. Make allergies more noticeable

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   0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Kathryn Clevenger supported this idea  ·  Jan 18, 2026

5. Client reviews attached to staff profiles

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   Waitlisted  ·  1 comment  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Kathryn Clevenger supported this idea  ·  Jan 18, 2026

6. Have a better history log for client profiles

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   Waitlisted  ·  0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Kathryn Clevenger supported this idea  ·  Jan 18, 2026

7. Filter for multiple client profiles.

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   0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Kathryn Clevenger supported this idea  ·  Jan 18, 2026

8. Pictures for Client Profiles in the Chart

   9 votes

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   Waitlisted  ·  0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Kathryn Clevenger supported this idea  ·  Jan 18, 2026

9. Ratings inside Client Profiles

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   0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Kathryn Clevenger supported this idea  ·  Jan 18, 2026

10. Permission: Merge client profiles

    7 votes

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    1 comment  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Kathryn Clevenger supported this idea  ·  Jan 18, 2026

11. deceased client profiles

    16 votes

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    3 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Kathryn Clevenger supported this idea  ·  Jan 18, 2026

12. have an icon on the calendar page signaling that there are forms that need to be filled out

    93 votes

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    4 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Kathryn Clevenger supported this idea  ·  Jan 18, 2026

13. Managing consumable products on Client Profile and Client Portal

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    9 comments  ·  Ideas Hub » Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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    Kathryn Clevenger supported this idea  ·  Jan 18, 2026

14. Send a secure link to add credit card info from their client profile

    184 votes

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    13 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Kathryn Clevenger supported this idea  ·  Jan 18, 2026

15. Properly support consumable products (product usage)

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    In Progress  ·  64 comments  ·  Ideas Hub » Catalog creation and management  ·  Delete…  ·  Admin →
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    Kathryn Clevenger supported this idea  ·  Jan 18, 2026

16. Upload Multiple Photos to patient gallery

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    9 comments  ·  Ideas Hub » Other  ·  Delete…  ·  Admin →
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    Kathryn Clevenger supported this idea  ·  Jan 18, 2026

17. Name, DOB and the date should auto-populate.

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    9 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Kathryn Clevenger supported this idea  ·  Jan 18, 2026

18. BUY NOW PAY LATER

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    Waitlisted  ·  35 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Kathryn Clevenger commented  ·  Jan 18, 2026  ·  Edit…  ·  Delete…

    Please intergrate with Cherry!
    Affrim, Afterpay or something would be ok but Cherry is for our industry.

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    Kathryn Clevenger supported this idea  ·  May 26, 2025

19. Price Check

    137 votes

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    6 comments  ·  Ideas Hub » Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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    Kathryn Clevenger supported this idea  ·  Jan 18, 2026

20. Post Care Instructions

    220 votes

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    9 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Kathryn Clevenger commented  ·  Jan 18, 2026  ·  Edit…  ·  Delete…

    In Service Set up, we should be able to assign Pre and Post messages to be automatically sent out.
    In Email together as an overview-which we use a form for currently but once they close/complete the form, they cannot view it again.
    Text Pre a selected number of days before and Post sends out at checkout. A lot of other programs have this option, it should be included with this one, especially with how much more expensive this one is

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    Kathryn Clevenger supported this idea  ·  Jan 18, 2026