Feature Requests

We use reporting for staff as well, and would like for it to be an option for their dynamic fields to pull into reports, not just the option to select "client" fields. We use the report templates often for performance management and have created a number of staff custom fields for things like hire date, employment status, etc.

A feature to favorite staff, similar to favoriting a client would be useful for supervisors who oversee many staff. On the client dropdown menu we can heart clients, that would also be useful for staff.

Have a notification/email sent to staff when they have been on a skill

Staff Performance Percentage Scores

Would there be a way to categorize or filter when supervision was specific to clients (such as younger clients vs. older clients)? BI's at times perform differently dependent on the child's age so it can help see if that is where discrepancies in scores are taking place

When someone activates their account, may you make it a requirement for them to type their first name and last name? It would be helpful for their credentials as well.

Similar to certifications and licenses, critical training required by funders or DOL with expiration, and ability to run a report. E.G. CPR, First Aid, Safety-Care, Cultural Humility, HIPAA & Confidentiality, Mandated Reporter

Time-sensitive request. We'd like to be able to have legal names of staff pull into client session notes and preferred names and inclusive personal pronouns be visible in staff profiles. We had a staff member very upset today because their legal name was used by more senior staff training them because this is what populates in staff profile programs and goals. We cannot fully replace profile name with preferred because legal is needed as provider on client claims.

The same way we have a drop down to see client names, I'd like a similar drop down for Users so admins can see the "staff only" appointments and help adjust them if the user needs help to unrender it or open activity (when the user wouldn't normally have that permission level).

Currently there is no option to be able to bulk assign users to one business unit if their Hi Rasmus profile is already created, this would be beneficial!