Clients & Groups

When viewing a client's ADLs and IADLs, allow me to quickly mark all of them as "Independent".

Allow me to turn on or off automatic credit card receipts for multiple clients at once instead of having to go into each client's billing information separately.

When working in a client's details and adding household members, allow me to also notate their address. Sometimes a client has divorced parents so their address may not be the same as the client's address.

Allow me to identify the primary contact for a client in their client details or their contact log.

When viewing all cases for a client, allow me to see the assigned staff to each case. Right now I have to open each case individually to view that information.

Under Clients → Appointments, change the default date range to include more appointments in the future so that it aligns with the client's online scheduling range.

Allow me to add more information about a client's school information in their client details, including all grade levels from K-12.

When viewing a client's details and working in their chart, allow me to view their pronouns with the rest of their information (age, date of birth, etc.) in the left sidebar.

When viewing the client list, allow me to customize the grid to see the diagnosis codes.

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.