Search by DOB

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Jenny A. Helms

• July 01, 2021 14:10

I would like to be able to search clients by date of birth. This is very important when a business is growing and we have multiple clients with the same name.

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  Amanda Adams

  • July 01, 2021 15:54

  This feature would be very helpful!

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  Ayelette

  • July 04, 2021 19:50

  Hi Jenny and Amanda,

  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 encourage you to vote or add your comment to the Searching clients by phone number, date of birth, or other identifiers would be optimal idea which has been added to this board. When you vote or comment on this post, you'll automatically receive our status updates on this feature.

  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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