Clients & Groups

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.

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.

When printing the Client Demographics page, add a new option to hide or show the Balance Due fields. Adding this option would streamline the process of printing this page when using the printed Client Demographics for referrals.

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

When viewing the list of clients, allow me to click to view the next page at the top of the list rather than having to scroll down to the bottom.

Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.

Allow me to assign a client flag to multiple clients at once, so I don't have to go into each file individually and add it.

When inputting a "set payment amount" for a client the field name is confusing. It's really about setting the fee amount and should be renamed.

When filling out a client's details, allow me to add their ethnicity as well as their race.

When viewing My Clients or All Clients, allow me to add a customized grid option to view the date of their last treatment plan.