When new clients click the "New Appointment" link, they are able to schedule an appointment, create a portal account, and all intake forms marked as "Default" are automatically sent to their portal account. Allow me to select which forms are sent ...
Allow me to run a report that shows all the pending forms for the clients that are assigned to me so that I don't have to go into each client's chart individually.
Guest
about 3 years ago
in Reporting
1
Future consideration
When a client makes a payment through the client portal, if they also include a note with the payment then show the note on the payment alert that I receive in TheraNest.
Cancel all client appointments if family appointment
If the appointment is associated with a family case, allow me to cancel the entire family appointment for everyone rather than having to update the status for each individual on the appointment.
Automatically sort staff names alphabetically in calendar staff filter
By default, have the staff names in the staff filter on the calendar sorted alphabetically by last name unless I change it from my calendar preferences.
0
Future consideration
