In this video, we’re going to talk about the changes to the Client List fields.
The “Primary Therapist” field is no longer required in order to save or submit a note, or create an appointment for a client in the schedule.
Within the “Edit Info” page, the following changes are taking place: The “Preferred Name field” is now called “Named Used( if different from administrative name).” The “Gender” field has two new options: “Non-binary” and “Decline to answer” with an additional option to fill in the blank, “I identify my gender in another way.”
We also added the following new fields: Discipline, location, custom field, socioeconomic status, race, ethnicity, school/school district, school/school district address, hearing aid information, prior authorization expiration date, pronouns, do you identify as transgender, what is the preferred language to receive written/spoken information, all languages spoken in the home, does the client/family require translation services?
All of the new fields have report tags so they can be automatically populated into report templates.
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