Clients

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...

We would like to be able to see if a client is discharged while in the search list.

When searching for clients to have a list of recent clients opened

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...

No phone numbers on calendar that can be seen without opening the file and going into the file.

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...

Having the option to view client detail list alphabetically- vs -Im not sure what you use...

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...

We would like to request a feature update or configuration change that enables the initial signature link to be resent to clients automatically every 24 hours until it expires. This will help ensure we collect necessary signatures as quickly as po...

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 ...