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Clients & Groups

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Organize clients lists

Allow me to organize active and archived clients into groups, folders, or with tags. We offer different services and I'd love to be able to pull up a list of clients who receive a certain service.
Guest over 3 years ago in Clients & Groups 3 Future consideration

Display status of client portal invite in client list

Please create either ability to filter the client list on the portal management page and/or the ability to pull a report (perhaps under detailed client) that shows the client's status in the portal (active/inactive) - this idea would be preferred ...
Guest almost 5 years ago in Clients & Groups 0 Future consideration

Option to open new case when unarchiving client

When unarchiving a client a new case is automatically opened, but sometimes we don't need a new case we want to open the previously closed case. Allow me the option to either open a new case or open a previously closed case when unarchiving a client.
Guest about 4 years ago in Clients & Groups 0 Future consideration

Save portal invitations and new form messages to the contact log

When sending a client an invitation to the portal or new forms to complete, allow me to save that message to the contact log.
Guest about 2 years ago in Clients & Groups 1 Future consideration

View set payment amount on clients list

Allow me to customize the Clients list to include the "Set Payment Amount (overrides default)" field on the Client Details page.
Guest over 6 years ago in Clients & Groups 2 Future consideration

Keep history of past billing notes in client Bill To & Insurance details

Whenever there is a change in billing we update the billing notes. The current billing notes are small and it would be nice to have a feature similar to the contact log for billing notes, so that we can keep a history and notes aren't being removed.
Guest almost 6 years ago in Clients & Groups 2 Future consideration

Add contact to prospective clients list

Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

View when credit cards were updated

When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.
Guest about 2 years ago in Clients & Groups 1 Future consideration

Autofill forward slash when entering birth date

When I enter a client's birthday, allow me to type in just the numbers and have TheraNest autofill the forward slashes.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Add transportation company to client's details

Add transportation company and phone number to the client's details. We need to know this for children who have not been picked up. We also need to know this for adults under guardianship.
Guest 10 months ago in Clients & Groups 0 Future consideration