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Clients & Groups

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Allow more than 8 client flags

Allow me to assign more than 8 flags to a client.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Customize group note template

Allow me to customize the group note template in TheraNest.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Feedback Informed Care (FIC)

Allow my clients to complete FIC modules that I can report on to track progress.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Blocklist a client

Create an ability to flag a client, a name, an email and other contact information on Theranest. So if we know we have an issue client or possible client, they cannot be added to theranest or it pops up an alert that they have been flagged or bloc...
Guest over 2 years ago in Clients & Groups 0 Future consideration

Add field for Remaining Out of Pocket Max

Under a client's Bill To & Insurance information, allow me to notate the remaining amount for the client's Out of Pocket Max, similar to how I can notate the remaining Deductible.
Guest over 5 years ago in Clients & Groups 1 Future consideration

Merge folders under general documents

If I have more than one folder under a client's General Documents or Clinical Documents, allow me to merge one folder into another.
Guest almost 3 years ago in Clients & Groups 0 Future consideration

Reduce file size of PDFs

When I save a PDF to my computer (such as a client's progress note, invoice, etc.), have it save as a smaller file size so it's easier for me to email it.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Have certain forms always available on the portal

I'd like to have certain forms always available on the portal for clients to fill out as needed, such as releases, so I don't have to send them constantly.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Show planned interventions from last note on client's chart

When viewing a client's chart, allow me to see the Planned Interventions or Plan information that was entered on the last progress note.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Sort client list by assigned staff

Allow me to sort the client list by the Assigned Staff column.
Guest almost 3 years ago in Clients & Groups 1 Future consideration