Display client's first name and last initial when receiving text response notifications
As an admin, when I receive a text message that a client has responded to an appointment reminder it only displays the client's first and last initial. Instead, display the client's full first name and last initial. I work with hundreds of clients...
I invited a client to the portal and then later realized I entered the wrong email address. Have TheraNest send me a notification if an email I attempt to send was undeliverable.
Display goal and objectives numbers in progress notes
Number the goals and objectives in a client's progress note they way they are numbered in the treatment plan so I can reference a goal/objective number when writing my note.
Guest
over 2 years ago
in Notes & Cases
1
Future consideration
Remove reply-to email when sending invoices and statements
Remove my email address as the sender when I email a superbill or statement to the client. The sending email is a "do-not-reply", but it lists my name and email address as the "reply-to" email so clients reply to me.
Cindy Hooper
over 5 years ago
in Billing & Payments
0
Future consideration