Clients & Groups

When I enter a client's birthday, allow me to type in just the numbers and have TheraNest autofill the forward slashes.

Allow me to rename the tabs that appear in the client details or case information (e.g., rename Contact Log or Progress Notes) so I can rename them to something that fits my practice.

Allow me to sort the client list by their first name.

I would like my employees to be able to request a session in a similar way that clients can request a session. Our supervisees are responsible for booking time with their supervisors, but we don't want to give them access to their calendars.

Add a column for clients' assigned service types and allow sorting and searching in the column.

Allow me to view a centralized directory of collateral contacts such as attorneys, social workers, etc.

Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.

If I apply filters to a grid in TheraNest (e.g., Clients list, Contact Log entries, etc.) then have TheraNest remember those filters so that they are still applied when I return to the grid.

When allowed to delete a member from an existing group, delete their future group appointments should be adjusted to delete from appoints automatically, or give me ability. I have group members gone a year, but names still show up in appointment l...

As a therapist, allow me to view members of a client's contact network even if I'm not assigned to the client in case I need to reach out on behalf of another therapist.