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
Rather than going into each client and setting the default rendering provider allow me to assign it at the staff level, so all that staff member's invoices bill as their supervisor.
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.).
2
Future consideration
