Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

Clients & Groups

Showing 303 of 2046

3 VOTE

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 over 4 years ago in Clients & Groups 0 Future consideration

2 VOTE

Put cursor in client's name field when viewing details

When I view a client's details, automatically put my cursor into their Name field so I can start typing and moving through the fields.

Guest almost 3 years ago in Clients & Groups 1 Future consideration

4 VOTE

Add fax number for primary care physician

When filling out the information for a client's primary care physician under the Additional Details tab, allow me to add the PCP's fax number.

Guest about 6 years ago in Clients & Groups 2 Future consideration

3 VOTE

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 over 4 years ago in Clients & Groups 0 Future consideration

2 VOTE

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 about 3 years ago in Clients & Groups 2 Future consideration

2 VOTE

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 about 3 years ago in Clients & Groups 1 Future consideration

3 VOTE

Send Portal Invite Via Text Message

Sometimes email addresses get messed up and the client never recieves the portal invite to get started. Could the admin have the option to send a link to start the portal through text. This way the invite will not get buried in their inbox and the...

Guest almost 5 years ago in Clients & Groups 0 Future consideration

2 VOTE

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 about 3 years ago in Clients & Groups 1 Future consideration

2 VOTE

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 about 3 years ago in Clients & Groups 1 Future consideration

3 VOTE

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 almost 5 years ago in Clients & Groups 0 Future consideration

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