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.
Reminders/alerts for important life/therapy events
Allow me to create alerts/reminders for a client's anniversaries (death of a loved one, sobriety date, etc.) or therapy milestones ( 3 months of treatments, 24 months, etc.).
Guest
about 6 years ago
in Clients & Groups
3
Future consideration
When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.
Guest
almost 2 years ago
in Clients & Groups
2
Future consideration
Carryover address from details tab to bill to & insurance tab
If I update a client's address on their "details" tab, allow me to carry it over or have it be automatically copied to the client's "bill to & insurance" tab so I don't have to type it twice.
Guest
over 2 years ago
in Clients & Groups
1
Future consideration
It would be helpful if we could discharge a client from a group. Currently, when a group case is closed, it is closed for all clients who have been listed in that group.
