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Record previous name in client's details

For clients that get married or go through a legal name change, allow me to maintain a record of their previous name.
Guest almost 2 years ago in Clients & Groups 1 Future consideration

Don't update name changes on previous documentation

When a client changes their name and I change it in the system, only apply that name change to any documents created going forward.
Guest almost 2 years ago in Clients & Groups 0 Future consideration

Client portal help

On the client portal registration page where the "i" appears in the upper right hand corner could the word "Help" or "Client Portal Help" be added or moved closer to the center of screen? This would help alert clients of the feature.
Guest almost 4 years ago in Clients & Groups 0 Future consideration

Turn on/off automatic credit card receipts for all clients

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.
Guest about 2 years ago in Clients & Groups 0 Future consideration

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 about 4 years ago in Clients & Groups 0 Future consideration

Limit document access for certain users

As an admin, allow me to restrict certain client documents to be accessed by other users, or allow me to upload these documents to a different place in TheraNest. We may have uploaded a document that outlines rate information and we don't want eve...
Guest about 4 years ago in Clients & Groups 0 Future consideration

Apply edits of forms to all copies

If I edit a dynamic form or intake form, have those edits apply to all copies of the form.
Guest about 4 years ago in Clients & Groups 0 Future consideration

Display phone number in reminders log

When viewing the reminders log for a client, display the phone number that the reminder went to.
Guest about 4 years ago in Clients & Groups 0 Future consideration

Display co-insurance in left sidebar when viewing a client's details

When viewing a client's details, display their co-insurance for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
Guest about 2 years ago in Clients & Groups 1 Future consideration

Edit email headings and subject line when sharing forms

When sharing forms with a client, the email they receive has a bold heading that reads "Hello [Preferred Name]" and static subject, but they cannot be edited. Allow me to edit them because I'm not sure if I've inserted a preferred name for all of ...
Andrea Cook over 4 years ago in Clients & Groups 1 Future consideration