Have more subscription options between the 50 and 80 users mark. It's a big jump in the number of users and the price and we need something in-between.
Remove staff display order if staff can only view personal calendar
If I enable the setting for a staff member to only view their personal calendar, then remove the staff member display order under the staff member's Preferences. I want to keep the names of our staff members private.
Don't update close date when closing a reopened case
If I have to reopen a case to view progress notes or print documentation for an audit, when I reclose the case it updates the close date. Allow me to keep the original close date when reclosing the case.
Guest
over 3 years ago
in Notes & Cases
4
Future consideration
When a new client is added in TheraNest it's recorded in the activity log, but I can't search for that action. Allow me to search for new clients added so I can quickly filter the list of activities.
Confirm appointment change when dragging and dropping
Once an appointment is created on the calendar if I click and drag it to a new date/time make me confirm the change before saving the appointment. Sometimes I move appointments accidentally and this sends an email to the client. Then I don't remem...