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  • Ayelette

    Hi Teresa,

    While there is not a report that that shows which member of your team filed a claim in SimplePractice, you can view your Account Activity page and filter by client to see which team member created and updated the claims for a particular client.

    Note that we're always evaluating which features will bring the most value to our customers. As part of this effort, we've created an Ideas & Suggestions Board where our customers can share the features that they'd like to see. When you post, vote, or comment on the ideas on this board, it means that members of our Product Team, as well as all members of our Community, have transparent access to review your suggestion. This board is one of our most important resources for understanding which features will have the most value for our community.

    If you have a moment, I invite you to post your idea on this board.

    If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.

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