
Access to the clients' charts via phone or desktop is excellent. Being able to set standard quick easy drop-in notes is a great feature. Being able to email or text the client from the app is a nice feature. Seeing a history list and reaccessing the client is also great. Being able to run reports and surveys is helpful. Review collected by and hosted on G2.com.
The one thing that is an issue is that I have to see all emails or messages being sent to everyone. That is quite annoying as it makes me consistently check or see notes irrelevant to my or my client's communication needs. I wish there were a way to stop seeing all the messages and only mine. Also, the report feature has limited time frame and would be nice if had more report options to pull data like insurance providers. Review collected by and hosted on G2.com.