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Clients & Groups

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Add DOB to prospective clients list

When adding a prospective client allow me to input their birthdate.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Add tag or status to prospective clients

Allow me to tag or add a status to each client on our prospective clients list so we can manage the list easier.
Guest almost 3 years ago in Clients & Groups 2 Future consideration

Label contact info in client details

I work w/ a lot of kids and it'd be helpful to be able to clarify in the contact info, which numbers are the kids', which numbers are their parents', etc.
Guest over 5 years ago in Clients & Groups 3 Future consideration

Support international client addresses and phone numbers

Allow me to add foreign addresses and phone numbers in a client's details. We provide teletherapy services to clients outside of the country.
Guest over 4 years ago in Clients & Groups 2 Future consideration

Keep test client in TheraNest

Have the test client from my TheraNest trial remain active in my account so if I need to see how something works or see what something looks like on the portal I can use the test client.
Laura Ely almost 4 years ago in Clients & Groups 3 Future consideration

Make it possible to filter clients by insurance type and within that by age, gender, etc.

For a lot of our programs we have to run reports on different demographics and there seems to be no easy way to do it. It would be great if we could have different programs and be able to run stats/demographic info in the individual programs. I kn...
Guest almost 9 years ago in Clients & Groups 0 Future consideration

prevent phone calls from interrupting video session

It would be most helpful if phone calls did not disturb the audio or video on telehealth sessions. Using the do not disturb call feature is not a solution as many people only have one phone and phone access is needed in case of an emergency.
Christine Wheeler almost 4 years ago in Clients & Groups 0 Future consideration

Add addendum to contact log

Allow me to add an addendum to a contact log in case I forget to include information after signing it.
Guest over 4 years ago in Clients & Groups 1 Future consideration

Export client records

Allow me to print or download a client's entire record, or records for multiple clients.
Guest about 4 years ago in Clients & Groups 5 Future consideration

Search contact network

Allow me to search for people who are in the contact network for my clients. Sometimes a person may start as a contact, but then end up a client and I want to see if we've already added them as a contact so I don't create a duplicate client.
Guest over 2 years ago in Clients & Groups 2 Future consideration