We are requesting that email fields be added to the Phone tab. Now that we have more virtual services we need space for multiple email addresses for a client (parent, guardian, client).
ADMIN RESPONSE
Sep 25, 2024
Thank you for the feedback. We are excited to announce that, as one of the highest voted requests, this enhancement is now LIVE!
Please see our release notes, available on the Knowledge Hub and at the bottom of the Live Updates page.
We have found that Procentive doesn't provide a good place for us to record multiple email addresses and identify who they belong to and how we have permission to use them. This has especially been an issue since going 100% Telehealth.
For example, we record the email address that we use to kiosk registration paperwork---adult client or legal guardian. However, if we are working with an adolescent, we may be connecting to Telehealth on the adolescent's email account.
It would be great if there were a separate tab in the Client Module, similar to the Phone tab, where we could enter multiple email addresses, identify the owner of the account (as there are some pretty creative email addresses), and when/how we have authorization to use these email addresses.