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EchoVantage by Ensora Health Ideas Portal
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Clients

Showing 12 of 32

Improvements Forms sending functionality.

Right now, our staff are hitting a barrier/bottleneck with the forms sending functionality. Currently, sending documents in Echo must be sent all in one link. Is it possible to be able to send documents out separately to the same/different individ...
Guest 3 months ago in Clients 0 Future consideration

Ability to see in the search list if clients are discharged

We would like to be able to see if a client is discharged while in the search list.
Guest 2 months ago in Clients 1 Future consideration

Recent clients appear in search

When searching for clients to have a list of recent clients opened
McKenzie Chase 2 months ago in Clients 0 Future consideration

Clients: Address Verification

When an address is entered, it would be nice if it synced up with the USPS for verification. If it cannot be done live, if there is the ability to push an unverified address through a job to verify against the USPS, and then populate an alert or g...
Michael Butcher about 2 months ago in Clients 0 Future consideration

Add client phone numbers to Schedule blocks for easy access.

No phone numbers on calendar that can be seen without opening the file and going into the file.
McKenzie Chase 3 months ago in Clients 0 Future consideration

Add Field Display Configuration Option for Client List on Vantage Point

Add a configuration option that allows users to select which fields are shown or hidden in the Client List. This customization would help them streamline the interface to better fit the way they work. Benefits: Allows each organization to tailor t...
Ashley Bye 4 months ago in Clients 0 Future consideration

Ability to see client list alphabetically

Having the option to view client detail list alphabetically- vs -Im not sure what you use...
McKenzie Chase 3 months ago in Clients 0 Future consideration

Add Emergency Access / Break the Glass option when using Client Exclusion

Currently when adding clients to the Individual Client Exclusion list, the Emergency Access feature does not activate. Thus, in an emergency situation, staff cannot "break the glass" and access those clients. That feature only activates when using...
Jason Cagle 25 days ago in Clients 0 Future consideration

Preferred Name over Legal Name

When searching for clients, it would be ideal that their preferred name appear when searching rather than their legal name. Currently when searching it puts preferred name below their legal name which is easily missed by staff, and places certain ...
Michael Butcher about 2 months ago in Clients 0 Future consideration

Client Check In Screen

A check in screen built into when opening an event to be converted to a service when it is mapping to a billable service that requires users to go through the check in process being built into the application would be useful. The following workflo...
Michael Butcher about 2 months ago in Clients 0 Future consideration