Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

Clients & Groups

Showing 281

878 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

129 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 almost 3 years ago in Clients & Groups 19 Future consideration

13 VOTE

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 6 months ago in Clients & Groups / Reporting 0 Future consideration

2 VOTE

Notification to Administrators when approaching Active Client Limit

Notify Organization Administrators via an in-app banner when the active client count is approaching their Active Client subscription limit. Example, if subscribed to the 50 Active Client plan, display the notification when there 45 or more active ...

Guest 30 days ago in Clients & Groups 0 Future consideration

244 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

4 VOTE

Add option to make Client Details address fields mandatory

Add a new option to make all Client Details address fields (Street, City, State, Zip Code) mandatory. These fields are required for insurance billing and currently, they are not mandatory.

Bill Biller 2 months ago in Clients & Groups 0 Future consideration

200 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 over 10 years ago in Clients & Groups 28 Future consideration

92 VOTE

Export client records

Allow me to print or download a client's entire record, or records for multiple clients.

Guest almost 5 years ago in Clients & Groups 5 Future consideration

6 VOTE

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 4 months ago in Clients & Groups 0 Future consideration

34 VOTE

Indicate preferred contact method in client's chart

When viewing a client's details, allow me to see which contact method is preferred by the client so I know which method to use first.

Guest about 2 years ago in Clients & Groups 3 Future consideration

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