Clients & Groups

When sending a client an invitation to the portal or new forms to complete, allow me to save that message to the contact log.

I would prefer the ability to allow clients to schedule, submit forms, message, or access telehealth features w/ a link or general form that can be embedded onto my website and/or emailed without having clients set up a client portal account, such...

Can you add a place, like in client detail (somewhere quick and easy where it can be seen by all permissions) where it could be marked to show client has deceased? That way we don't have various staff calling and trying to schedule/reschedule an a...

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

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.

Allow me to preview the client portal email invitation with the placeholders filled in before sending the invitation.

When viewing the client list, separate the assigned staff into therapists and supervisors.

Add the Life Events Checklist as an intake form so I don't have to recreate it in TheraNest.

Add Interpersonal Inventory as an intake form so I don't have to recreate it in TheraNest.

When viewing all or archived clients in the clients list, allow my search criteria to apply to both active and archived clients.