Allow me to run a report that displays all the deposits and withdrawals made from TheraNest out of my bank account so I know I can track the transactions related to client refunds, credit card processing fees, subscription fees, etc.
When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.
Guest
over 2 years ago
in Clients & Groups
3
Future consideration
Customize restriction for portal scheduling/cancellations/reschedules
Currently, there are two client portal settings to allow clients to schedule an appointment, and another setting to allow clients to cancel or reschedule an appointment within 24 hours, but I'd like to adjust the time to 48 or 72 hours.
Choose which email when sending invoices and statements
If a client has more than one email address on file or hs a contact in their contact network with an email address on file, allow me to select which email to send the invoice, superbill, or statement to.
Allow me to assign permissions to certain staff to make schedule changes. We don't want certain staff members the ability to edit or delete appointments.