Full client chart
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Gijs VAN BREUGEL
Full client chart for name, address, tel, emails, emergency contact, website if pro, bank or CC details for payments.
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Olga Teunis
When clicking on clients in the menu and then selecting a specific client, there is already a client chart. It would be great to have the option to
- add notes to the cliënt details, e.g. about the sponsor/employer/HR contact/family members (a free text field would be perfect)
- add documents relevant to the client, e.g. contracts/health forms/...
It would be very helpful to have an overview of sessions, preferably in a timeline:
- sessions completed: date, length, f2f/online
- sessions planned: date, length, f2f/online
- remaining sessions/hours/credits
Having this in Quenza would remove the need to keep track of these data in another tool.
Thank you for considering, Olga
Stefan Bauer
Thank you for your feature request! I'd love to better understand what you're looking for so we can evaluate this properly. Could you elaborate a bit more on what you mean by "client chart"?
Also, what would be your main use case for this feature? How would you envision using all these client details (contact info, emergency contacts, payment details, etc.) within the platform? The more details you can provide about your workflow and needs, the better we can understand and assess this request.
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Gijs VAN BREUGEL
Stefan Bauer Every healthcare professional will have a chart with all personal details about his client that holds all details, like full name and adress/country, email + tel, banking details for payments, emergency contact number, birthdate and prior medical conditions.
This should be in the main profile for reference. It is the basis for the file keeping concerning the client.
It could also hold the therapy agreements about programs and prices.
At the moment these details are scattered and outside QUENZA, where Q is my central hub.