The updated archived clients list does not have a column for client ID for archived clients, so it makes them impossible to find if you do not know the client name.
Many of my clients do not go by their birth names due to gender transition or they prefer one that was a family given nickname. Billing still needs to go under legal name, but quickly finding them here would be easier if I could have nickname/chos...
Add new deductible fields to Bill To & Insurance information
Can we add the following things to filling and insurance for clients:
deductible:
deductible amount met
out of pocket max
verified by (staff drop down box)
A sorely missing feature in TheraNest is the ability to print Client Details, whether for an individual client, selected clients, or for all clients. These printable lists should include all the info in Client Details that would be needed for refe...
It would be nice to be able to send paperwork for multiple siblings to one parent email instead of them having to have multiple emails for the children
Add columns for Client Balance and Insurance Balance to Client List
On the Clients list, in the balance due column, I'd love to see the insurance due and client due in different colors along with the total.
My favorite update you did recently was adding the DOB and insurance info on the left under client name. TH...
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