If I have double-booking disabled for my calendar, allow me to override that setting when creating an appointment. I may want to make an exception for certain appointments.
Allow me to quickly copy a client's address or insurance to another client. Sometimes we have family members with the same address and insurance and it would be easier to copy the information than retype it.
Guest
about 11 years ago
in Clients & Groups
0
Future consideration
Customize risk assessment fields of a progress note
When completing the Risk Assessment portion of a progress note, allow me to add custom fields beyond "Suicidality" and "Homicidality" such as "Violence", "Substance Use", and "Eating Disorder".
Guest
almost 3 years ago
in Notes & Cases
6
Future consideration
Email Google Calendar invite to clients when scheduling appointments
Clients have asked for an email invitation, or a calendar invitation similar to what iCal or Google Calendar can do. If TheraNest had a email invitation link that would sync with clients' iCal or Google Calendar (those seem to be primary) then we ...
Once statements are generated, there is no way to access them to reprint or see what was included on the statement. It would be helpful to have a record of past statements that were generated to access again at a later date, similar to what bank o...
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.
When sending a secure message to a client, allow me to compose and save a draft. I may need to jot some things down and then come back to edit and send later.
5
Future consideration
8
Future consideration
