Allow me to add and remove fields to the client's details and additional details so that I can track additional information outside of what TheraNest provides.
Guest
over 11 years ago
in Clients & Groups
11
Future consideration
We create and archive a lot of dynamic forms for clients as client forms or case forms. Each form is displayed as a separate tab when viewing the client's details or case, and given how many we have it's hard to distinguish between the archived on...
Guest
about 4 years ago
in Notes & Cases
14
Future consideration
Add a timestamp to Appointments when status is changed
Add a timestamp to Appointments to track when the appointment status is updated. An example of when the timestamp would be beneficial would be to track when appointments are cancelled to by clients on the same day of their appointment.
When viewing the details of an invoice show whether it was a client payment or insurance payment under "Invoice Payments and Refunds" and "Unapplied Payments".
Display client's preferred name throughout TheraNest
I'd like for all account information to show the client's preferred name, unless it has to do with billing. It's quite difficult to respect a trans client's preferred name when their non-preferred or "dead name" is constantly being flashed in fron...
Guest
almost 5 years ago
in Clients & Groups
9
Future consideration
Allow me to set a client's appointment reminder preferences that are separate from other communication. For example, a client may not want to receive emailed reminders but they do want to receive other communication via email.