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Allow unique invitation link to client portal to link with existing file therapist created

When I invite a client to the Portal, it sends that a unique button that matches the file I already started for them. But if a client requests the link again, I have no way to send them their unique link. It will not let me re-invite them, and has...
Guest about 4 years ago in Clients & Groups 0 Already exists

option to view General Documents as a text list

Change the formatting of items in the General Docs area of Theranest so that existing documents can be viewed as a list. We are currently forced to view the docs as icons and the text is truncated, making identification difficult. I would prefer t...
Guest about 4 years ago in Clients & Groups 0 Already exists

Allow amending of secondary client ID numbers for additional cases

Allow amending of secondary Client ID numbers for clients who have multiple cases.
Guest over 4 years ago in Clients & Groups 1 Future consideration

Display age of household members in client details

When I add a household member in the client's details under Manage Household Info and I enter that person's date of birth, have TheraNest calculate and display the age of that person.
Guest over 4 years ago in Clients & Groups 0 Future consideration

Add client address Clients list

Allow me to customize the grid to include the client's address when viewing the list of clients.
Guest over 4 years ago in Clients & Groups 0 Future consideration

Place to enter Parent Contact Information

It would be great if there was a way to enter parent contact information for a minor client. I often call parents and its tricky to remember their names based off the existing info fields in the details screen. For example I'm calling a child n...
Guest about 5 years ago in Clients & Groups 0 Already exists

coloring lines to separate patients charts

It would be very helpful to alternate coloring between rows on the patient listing page. ( Ie line for pt 1 light blue, line for pt 2 white, line for pt 3 light blue line for pt line 4 white). They are spaced so close together and all the same col...
Guest about 5 years ago in Clients & Groups 0 Already exists

New Cleint Setup

I was thinking of allowing one "practice client" that created to go through a complete real life setup from beginning to the end (using office protocols) to fill out the areas that would be needed to establish a new client for training purposes. T...
Guest about 5 years ago in Clients & Groups 0 Already exists

See client's DOB from Bill To & Insurance page

Hi there! Is it possible to add the client's D.O.B to this section? It would help when billing so we do not have to tab to another screen to obtain the data. Thank you for your consideration!
Guest over 5 years ago in Clients & Groups 0 Already exists

service type group

I would like the ability to assign a different service type to each individual when scheduling a group session. We use service type for different funding sources/fees and not all clients in a group have the same funding source/fee.
Guest over 5 years ago in Clients & Groups 0 Already exists