Allow me to create a custom form for a specific client that I can send to the portal. I need to be able to enter specific text that's only for that client, but I don't want to clutter up the list of intake forms.
Guest
about 3 years ago
in Notes & Cases
0
Future consideration
I need the ledger to stop rounding down to one hour increments. If a job was for 1.50 hours (an hour and a half), please calculate it all - not just the one hour. Another example: If therapist saw client for 1.75 (one hour and 45 minutes), please ...
As an admin, allow me to restrict certain client documents to be accessed by other users, or allow me to upload these documents to a different place in TheraNest. We may have uploaded a document that outlines rate information and we don't want eve...
Guest
over 4 years ago
in Clients & Groups
0
Future consideration
Allow me the option to view the credit card fee in the payroll because I pay my staff based on what they took in, which would be the amount minus any credit card fees.
Guest
about 3 years ago
in Reporting
1
Future consideration