Clients & Groups

Showing 271

11 VOTE

Automatically generate client ID

Have TheraNest automatically generate the Client IDs so I don't have to remember to do this for each client.

Guest about 6 years ago in Clients & Groups 2 Future consideration

4 VOTE

Hide form name on dynamic forms

Allow me to hide the form name when I create a Dynamic Form so it doesn't appear at the top of the page.

Guest over 2 years ago in Clients & Groups / Dynamic Forms 2 Future consideration

5 VOTE

Indicate if client wants to receive voicemails

Under a client's contact information, allow me to indicate if a client wants to receive voicemails so if I call them I can reference this information without having to remember.

Guest almost 3 years ago in Clients & Groups 3 Future consideration

3 VOTE

Assign all staff to a client

When we add a new client, allow me to easily assign all staff members instead of having to assign them one by one.

Guest over 1 year ago in Clients & Groups 1 Future consideration

5 VOTE

Default clients page to my clients

When clicking the "clients" page, have it default to "my clients" vs "all clients".

Guest almost 3 years ago in Clients & Groups 1 Future consideration

2 VOTE

Access all client text messages from top navigation

Allow me to see all text message communication from clients in one place that's easily accessed from the top navigation.

Guest about 1 year ago in Clients & Groups 1 Future consideration

5 VOTE

Add treatment plan review date to the client's details page

When viewing the client's details, allow me to see the date of when their treatment plan needs to be reviewed.

Guest almost 3 years ago in Clients & Groups 0 Future consideration

5 VOTE

Add page numbers to intake forms

Show page numbers when viewing the PDF of an intake form.

Guest almost 3 years ago in Clients & Groups 1 Future consideration

4 VOTE

Move active clients to prospective clients list

Allow me to move an active client to the prospective clients list for clients that never showed up for their appointment or never ended up scheduling.

Guest over 2 years ago in Clients & Groups 1 Future consideration

1 VOTE

Contact client directly from my mobile device

If I'm using my mobile device to access TheraNest, have the relevant app pull up if I click the client's email address or phone number so I can contact them without having to copy and paste their information.

Guest 7 months ago in Clients & Groups 1 Future consideration

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