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Clients & Groups

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Include secondary insurance in client import

When importing clients into TheraNest, allow me to include their secondary payers as well so I don't have to do this manually.
Thomas The Test Engine over 2 years ago in Clients & Groups 0 Future consideration

Keep grid header static in clients list

When viewing the list of clients, allow me to always view the grid column headers and scroll bar so I can see what information I'm viewing if I'm looking at a client in the middle of the list.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Different Portal Preferences for Different Therapists

We have been trying to use the portal in our group with 11 therapists. Annoyingly, it seems that portal preferences have to be used by the entire group meaning if 1 therapist desires a certain setting, the rest of the therapists have to use that s...
Guest about 4 years ago in Clients & Groups 0 Future consideration

Send COVID screening questionnaire before appointment

Create a COVID screening questionnaire and have it sent automatically to clients 24hrs before their appointment.
Guest about 4 years ago in Clients & Groups 0 Future consideration

Show/hide recently viewed clients

Allow me to remove the "recently reviewed clients" at the top of the screen.
Guest about 4 years ago in Clients & Groups 1 Future consideration

Go to client's details after unarchiving

After unarchiving a client, give me the option of going straight to the client's record.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Set page I see when opening TheraNest

When I log in to TheraNest, allow me to set what page I see when I log in. I prefer to be directed to the Clients page rather than the Calendar.
Guest about 4 years ago in Clients & Groups 0 Future consideration

Client portal sorting

Have an option to change the sorting in the client portal by last name or first name. It's confusing that the client list is only by last name and the portal is only by first name.
Guest over 4 years ago in Clients & Groups 1 Future consideration

Add address to prospective clients list

When adding a prospective client allow me to input their address.
Guest almost 3 years ago in Clients & Groups 0 Future consideration

Add referrer to clients list

When viewing the list of active clients, allow me to customize the grid to include the referrer/referral source.
Guest almost 3 years ago in Clients & Groups 1 Future consideration