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Clients & Groups

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Search by client ID in client search field

Allow me to search by client ID when using the client search in the top navigation menu.
Sarah Maiolo 9 days ago in Clients & Groups 0 Future consideration
849 VOTE

Enter clients as a couple or family

Allow me to enter clients as couples or families. I see mostly couples and I prefer not to split them up in TheraNest.
Guest over 11 years ago in Clients & Groups 122 Future consideration

Add Zip Code to the Demographics Analytics Report

Add the Client's zip code to the Demographics Analytics Report so we can identify where our client base lives. This will help us better understand our target audience.
Guest 2 months ago in Clients & Groups / Reporting 0 Future consideration
127 VOTE

Custom appointment reminders per client

Allow me to create an appointment reminder template for each client so I can send additional information for one client that may need it.
Guest over 2 years ago in Clients & Groups 19 Future consideration

Rename set payment amount field

When inputting a "set payment amount" for a client the field name is confusing. It's really about setting the fee amount and should be renamed.
Norman Kohn 9 days ago in Clients & Groups 0 Future consideration
238 VOTE

Autosave client details

When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.
Guest over 9 years ago in Clients & Groups 49 Future consideration

Search Clients by their Insurnace Policy ID

Allow me to search for clients using their Policy ID when using the client search in the top navigation bar.
Guest 3 months ago in Clients & Groups 0 Future consideration

Increase daily limit on deleting clients

Currently, the software limits deleting clients to three per 24 hours. While it seems reasonable to have a limit on this in the event of hacking, three is too low for the volume of business that we do and the number of clients we manage. We propos...
Kenneth Buckle, Psy.D. 3 months ago in Clients & Groups 0 Future consideration

Add fax number to Contacts in Contact Network

Add a field for fax number to Contacts in a Client's Contact Network.
Courtney Haight 2 months ago in Clients & Groups 0 Future consideration
196 VOTE

Expand features for handling child/minor clients (notes, contacts, intake etc.)

Create a separate feature for reminder calls & email that include a parent contact. or a box that differentiates between a child client versus an adult client, therefore insurance information and contact information would be specialized. It w...
Guest almost 10 years ago in Clients & Groups 28 Future consideration