I would like to be able to add special characters. We have a multilingual clientele and we sometimes send them the portal in portuguese/spanish and we need to use special characters but the portal does not allow it.
Only allow telehealth sessions to be started within a certain time frame. We've had providers and clients accidentally start future telehealth sessions.
Add the client's payers to the Detailed Client report so I can break our clients down by insurance categories. The Export report has information that I don't need and I want to run the report within TheraNest.
Guest
over 2 years ago
in Reporting
3
Future consideration
When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
Create graph for closing disposition of the closed Cases report
Allow me to create a graph of the closing disposition from the Closed Cases report so I can see percentages for the reason why clients have left the practice without having to calculate this manually.
Guest
over 1 year ago
in Reporting
1
Future consideration