TheraNest Ideas Portal
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Clients & Groups

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358 VOTE

Add ability to flag clients

Add ability to manually flag clients in our system and show flag throughout TheraNest.
Guest over 5 years ago in Clients & Groups 106 Completed
537 VOTE

Pre-intake waiting list for prospective clients

Waiting list feature where client info can be entered and clients are listed in order received with counselor preferences and contact information.
Guest almost 10 years ago in Clients & Groups 54 Completed

Display client's time zone in appointment reminders

We service clients in other states and in different time zones than our organization. Include a time zone in appointment reminders because sometimes clients call confused because no time zone is displayed and they think there's been a scheduling m...
Guest over 3 years ago in Clients & Groups 10 Completed
120 VOTE

Archive button on client detail screen

Please allow archiving and unarchiving from client details rather than the client list.
Leroy Miller over 8 years ago in Clients & Groups 13 Completed

Add option to "view all" in client appointment history page

Please allow us to select "see all appointments" when looking at the client's appointments list in their profile.
Guest over 6 years ago in Clients & Groups 20 Completed

Add view for "All" clients in Client List

Add an additional filter to the client list that let's us see both active and archived clients in the client list.
Guest over 4 years ago in Clients & Groups 10 Completed

Allow viewing archived client contact information

many times we archive clients that have not been seen in a while. When they contact us to be seen again, it would be nice to be able to see their details without underachieving.
Guest over 6 years ago in Clients & Groups 18 Completed

Filter client list by client flags

When viewing the client list, allow me to customize the grid to include any client flags and allow me to sort/filter by the flags.
Guest over 2 years ago in Clients & Groups 14 Completed

Track client's insurance history

Have a way to keep track of old insurances. When a client switches insurance, you just have to delete their old one. There's no way to keep track of what insurance they had and when, if they switch. If we were allowed to archive insurance plans in...
Guest over 8 years ago in Clients & Groups 22 Completed

Download client's appointments

When viewing the client's list of appointments, allow me to download a list with the filters I've applied, or export it to a CSV.
Guest over 7 years ago in Clients & Groups 13 Completed