We are feeling the need for two features I haven’t seen discussed here much.
The capacity to reorder the waitlist–for example our front desk has missed putting some referrals on the waitlist when they came in and now the only option is to put the clients at the bottom, and keep a separate list by referral date. We’ve also had some clients go back on the waiting list after a therapist departed, but we don’t want them at the bottom or the top–we want them in the same position on the list as they were before they were picked up (ie by referral date.) Very frustrating not being able to do this!
Caseload lists. Would be great to be able to assign clients to a primary therapist, and easily view a caseload list per therapist, as well as seeing which clients are unassigned. This would allow us to manage our individual caseloads better, as well as tracking clients who are awaiting assignment.