Feature Requests

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

Duplicate

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!