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.
Add setting to use Organization's Legal Name for printed legal documents
Add a new Organization Setting that would allow Organizations to have their Legal Name be printed on legal documents (Superbill, Notes, etc.) instead of the Organization Name.
List resources for referring clients to other professionals
I often refer clients to other professionals for added services. I would like a designated place for me to add the contact information of these professionals for easy accessibility. This would be a general list not necessarily linked to a particul...
Guest
over 4 years ago
in Notes & Cases
1
Future consideration
Please give the option to personalize skin tone on the emojis in Practice Chat. It would be really amazing for our BIPOC community to be able to express themselves in the skin color that they belong in.
When I create an event appointment on my calendar, allow me to hide the details of it from other staff members because I don't want them to see details of my personal appointments.