If I apply filters to a grid in TheraNest (e.g., Clients list, Contact Log entries, etc.) then have TheraNest remember those filters so that they are still applied when I return to the grid.
Karambir Khalsa
10 months ago
in Clients & Groups
0
Future consideration
In a recent update, you took away the ability to add one email address to multiple clients. At my practice, this is a crucial function as one provider may see a parent and another provider, their child, but both are listed under the same email. Wi...
Gabrielle Cecere
10 months ago
in Clients & Groups
0
Already exists
Issue: I work at a practice where I only see children. I have multiple families where I see sets of siblings. Theranest does not allow clinicians to use the same (parent) email for multiple children. It will not allow me to add a parent to the con...
It would be helpful if you could make changes to a clients account and not have it deny this to happen because "the email is already being used on another account". With the contact network update it has heavily impacted how my organization can ma...
Samantha Jack
10 months ago
in Clients & Groups
0
Already exists
Have a centralized place for all the forms my organization uses that don't relate to a client's file. This could include dynamic forms, or documents that we need to upload such as licensing documents or insurance information for the company. It wo...
Guest
about 4 years ago
in Notes & Cases
2
Future consideration
Opt out of chat messages when a user is deactivated
When a staff member is deactivated, a message pops up in our practice chat saying the staff member has left the conversation. Allow me to opt out of having these displayed because they clutter our chat.
2
Future consideration
