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 280

1 VOTE

Add conservator field to client details

Add a conservator field to the client details page so if the client is conserved I know who the conservator is.

Guest about 4 years ago in Clients & Groups 1 Future consideration

1 VOTE

Add assigned staff to left sidebar when viewing a client's chart

When viewing a client's chart, allow me to view the assigned staff on the left sidebar so that I don't have to navigate away from the chart to view that information.

Guest over 4 years ago in Clients & Groups 0 Future consideration

1 VOTE

Identify client session frequency under customized grid on client list.

It would be helpful to be able to look at your client list and identify clients as "weekly," every other week," pending discharge," etc. I know I often need to see how many are weekly vs. bi-weekly when considering schedule changes to my caseload ...

Guest over 4 years ago in Clients & Groups 0 Future consideration

1 VOTE

Display client's name on warning when deleting clients

When deleting a client it would be great if the popup warning would include the client's name (similar to when you archive a client) so you can be sure that you are deleting the correct person.

Guest over 4 years ago in Clients & Groups 0 Future consideration

1 VOTE

Allow amending of secondary client ID numbers for additional cases

Allow amending of secondary Client ID numbers for clients who have multiple cases.

Guest almost 5 years ago in Clients & Groups 1 Future consideration

1 VOTE

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 almost 5 years ago in Clients & Groups 0 Future consideration

1 VOTE

Add client address to the clients list

Allow me to customize the grid to include the client's address when viewing the list of clients.

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

0 VOTE

Allow text messages to be sent via Client Reminder Log without subscribing to Text Reminders

Allow Users to send text messages to Clients via the Client Reminder Log without Organization Text Reminders being enabled.

Guest 11 months ago in Clients & Groups / Messaging & Notifications 0 Future consideration

0 VOTE

Add Invoice Payment Status to Group Appointment Details Page

Add the Invoice Payment Status for each Client to the Group Appointment Details page with a clickable link to the Invoice. The additional information would allow Users to quickly verify the invoice and payment status for each Group member.

Cindy Concannon 11 months ago in Billing & Payments / Clients & Groups 0 Future consideration

0 VOTE

Print text messages (reminders log)

Allow me to print the reminders log for a client.

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

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