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Clients & Groups

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Indicate if the duplicate client is due to a prospective client

When I get a warning that the client I am creating is potentially a duplicate client, let me know where I can view the information of the other client (whether it's an active, archived, or prospective client).
Thomas The Test Engine about 1 year ago in Clients & Groups 0 Future consideration

Directory for contact network

Allow me to view a centralized directory of collateral contacts such as attorneys, social workers, etc.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Allow providers to re-invite clients to the portal

As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.
Guest over 2 years ago in Clients & Groups 2 Future consideration

Add race and gender fields to a client's household

When I add people under the Manage Household Info of a client, allow me to indicate their race and gender.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Make race a free-text field

When a client fills out their demographic information on the client portal or when I fill it out in TheraNest, make the "race" field a free-text field instead of a drop-down.
Guest almost 4 years ago in Clients & Groups 0 Future consideration

Change "sex" field in client details & portal

Change the "sex" field in client details and on the client portal because it doesn't reflect the terms we use.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Allow therapists to create client flags

As a therapist, allow me to create a flag for my client. I may need to create a flag to notate something clinically important that other staff need to be aware of.
Guest over 2 years ago in Clients & Groups 1 Future consideration

View only assigned clients in prospective clients list

If a therapist has the permission set to only view their assigned clients, then only show clients that have been assigned to them in the Prospective Clients list.
Guest over 1 year ago in Clients & Groups 0 Future consideration

Redo Staff Page for Alphabetically

Can an alphabetical sort feature be added to the client list for the staff like it is for the clients?
Guest almost 4 years ago in Clients & Groups 0 Future consideration

Include archived clients when searching clients list

When viewing all or archived clients in the clients list, allow my search criteria to apply to both active and archived clients.
Guest over 1 year ago in Clients & Groups 1 Future consideration