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Clients & Groups

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Limit staff view of appointments to cases

Create a setting where only staff assigned to the case can view the appointments for that case in the client's appointment list.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Multi-sorting in client list

Allow me to sort the client list by more than one column. For example, I may want to first sort by Primary Payer and then sort by client name so I can see them alphabetically.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Make religion a free-text field

When we enter the client's religion or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Send reauthorization reminders to billers

Allow billers to receive reauthorization reminders without having to assign them to each client.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Add emails when sharing forms to contact log

When I share a form with a client and customize the message that they receive in their email, have that message be saved to the client's contact log so I have a record of what I sent them.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Indicate preferred contact method in prospective clients list

When adding a client to the prospective clients list, allow me to indicate how the client prefers to be contacted (i.e., home phone, cell, email) so that when I'm looking at the list I can quickly see how I should reach out to them.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Document hospitalizations in client's chart

When viewing a client's chart, allow me to document a client's hospitalizations.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Add income classification to client for United Way reporting

When filling out a client's details, allow me to add their income classification because we need this for United Way reporting.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Add client to more than one family group

Allow me to add a client to more than one family group.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Make it more obvious where to add a client's insurance

Make it more obvious in TheraNest where to add a client's insurance information. The "Add New Insurance" button is at the bottom of the screen and it's easily overlooked.
Guest over 3 years ago in Clients & Groups 1 Future consideration