Have TheraNest automatically remind me after so many days of notes that I haven't completed so I don't have to scroll through the Agenda or remember to run a report.
If I fill out a client's treatment plan and then click to add a goal, none of that information is saved. Since the goal button is right in the document I often forget to click the "save" button. The draft should save automatically when moving to a...
Guest
almost 4 years ago
in Notes & Cases
2
Future consideration
Allow me to create groups for staff members so that I can quickly filter to that group on the calendar to send a practice chat message to a specific group.
Notify admins of information changes in client portal
As an administrator, notify me when a client makes changes to their information in the client portal (e.g., address, payment method, phone number, etc.).