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
11 months ago
in Clients & Groups
0
Already exists
Edit place of service default list in organization
Have the ability to not only have a default place of service, but be able to add, edit, or remove to what is on the default list under my organization.
Download list of invoices from Process Existing Invoices tab in Batch Invoicing
It would be nice to have the option to download the list of existing invoices in a CSV, specifically from the Process Existing Invoices tab under Batch Invoicing.
Training library for staff based on permission level
Have a centralized library of training articles and videos that are geared toward specific staff permission levels. For example, if the staff member has the therapist permission then in the articles and library don't show features/tabs they wouldn...