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Clients & Groups

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Enter custom entry when "Other" is selected in "Race" field

Allow users to enter custom entry when "Other" is selected in "Race" dropdown. This will allow providers to more accurately define their clients' identities.
Guest almost 7 years ago in Clients & Groups 2 Completed

Allow $0 values on client's insurance details page

Prior to update, you used to be able to add a $0 to numeric fields. This includes Copay field, which triggered the word Copay on Agenda/Calendar and was a work around for customers who needed to distinguish between cash and insurance clients. Now ...
Guest almost 6 years ago in Clients & Groups 0 Completed

Display more recurring appointments when loading full history

When viewing a client's appointment history and clicking "Load Full History", only recurring Appointments 60 days into the future will be displayed. Have more appointments be displayed so I can actually see more of their history.
Guest almost 4 years ago in Clients & Groups 10 Completed

Assign staff members to prospective clients

When adding a client to the prospective clients list, allow me to assign a staff member.
Guest over 3 years ago in Clients & Groups 1 Completed

Show last kept appointment on Client List

Client list currently shows date the client became "Active". It would be super helpful to see the date of their last appointment. This would help the clinician know if they should reach out to the client, if the client is still active, or if they ...
Guest over 8 years ago in Clients & Groups 11 Completed

Add preferred language field to Client Details

Our facility is undergoing accreditation with The Joint Commission. When reviewing statues, it indicates a client's "preferred language" is required in the demographics section of their chart. Would this be a feature THeraNest would consider addin...
Guest over 5 years ago in Clients & Groups 6 Completed

Add field for a preferred pronoun to client details

and in the basic information area.
Guest over 7 years ago in Clients & Groups 3 Completed

Display client count in clients list

On the clients page - show total number of clients and when therapist selected - number of clients by therapist
Leroy Miller about 9 years ago in Clients & Groups 6 Completed

Report on or print prospective clients list

Allow me to run a report or print the list of prospective clients.
Guest over 3 years ago in Clients & Groups 3 Completed

Add new field with options for client gender identity

Male and female are not the only gender options clients identify with, and "other" seems a rude way to label a client. "Transgender" would be a great option to have, although it doesn't cover the entire spectrum of client gender identities. Transg...
Guest over 10 years ago in Clients & Groups 14 Completed