Differentiating New Clients
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I'm wondering would other folks find it helpful to have a quick way of looking at the schedule and identifying when new clients have been scheduled. This would be a great way for a clinician at a glance to know how many new clients they have in a day/week, as well as being a visual reminder for administrative staff to remember to check benefits, etc. 

As an example, if a new client is scheduled as a 90791 in the system, their name could appear in red on the schedule. I have worked with other EHRs where you could make a new client's highlight a different color and it really seemed to help. 

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    Sylvia Vargas

    Hello,

    Yes I feel having a prompt of some sort; (highlighted name, different color, a symbol of our choosing, etc...) to differentiate a NEW from EXISTING client would be V E R Y  H E L P F U L!!! Please consider this option to facilitate our work.

    Thank You

    Sylvia

    Hello,

    Yes I feel having a prompt of some sort; (highlighted name, different color, a symbol of our choosing, etc...) to differentiate a NEW from EXISTING client would be V E R Y  H E L P F U L!!! Please consider this option to facilitate our work.

    Thank You

    Sylvia

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    Gillian

    Hi Eric and Sylvia, thanks for your feedback regarding how to make SimplePractice even better. One workflow that some SimplePractice customers follow is entering a client's name in ALL CAPS prior to their first appointment, then updating their name after the intake. That's one easy way to differentiate new clients at-a-glance.

    If you have additional suggestions for how to improve SimplePractice, I'd recommend adding them to our Ideas and Suggestions board at simplepractice.uservoice.com. This board is regularly reviewed by our Product team. 

    Hi Eric and Sylvia, thanks for your feedback regarding how to make SimplePractice even better. One workflow that some SimplePractice customers follow is entering a client's name in ALL CAPS prior to their first appointment, then updating their name after the intake. That's one easy way to differentiate new clients at-a-glance.

    If you have additional suggestions for how to improve SimplePractice, I'd recommend adding them to our Ideas and Suggestions board at simplepractice.uservoice.com. This board is regularly reviewed by our Product team.