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Clients & Groups

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Show client flags when viewing archived clients

Allow me to view the client flags when viewing the list of archived clients.
Guest over 2 years ago in Clients & Groups 2 Completed

Add secondary insurance payer to client sidebar section

If a client has an active secondary insurance payer saved to their profile then show it in the client sidebar like primary insurance is now.
Guest over 5 years ago in Clients & Groups 3 Completed

Display if client is active in client portal in client details

Indicate if a client has an active account in the client portal in their client details.
Guest over 7 years ago in Clients & Groups 4 Completed

Bulk archive multiple clients at once

It would be nice if there was a way to mass archive clients. We have an existing practice with a large number of clients so it is rather tedious to manually go through and archive all the old clients after we have uploaded our client database.
Guest almost 7 years ago in Clients & Groups 3 Completed

Display assigned staff member(s) & clients not assigned to staff in client list

Update client list to show any staff members assigned to that client with the ability to filter each staff member.
Guest over 10 years ago in Clients & Groups 6 Completed

Add option to load all appointments since intake date on client appointment history page

I want to quickly see all appointments from client history so that I do not have to manually search for most-past and most-future appointments. Otherwise this can be a time-consuming task.
Guest over 5 years ago in Clients & Groups 1 Completed

Adding Group Activity to Activity Log

Add the following activities to the Activity Log: - Client added to group - Client removed from group - Group created - Group archived
Guest about 5 years ago in Clients & Groups 0 Completed

Indicate Default Rendering Provider in Client Profile

I need to be able to indicate which staff member is assigned as the rendering provider for each client.
Guest over 5 years ago in Clients & Groups 1 Completed

Add Date of Birth to billing and insurance page

Perhaps it could prepopulate from the detail page?
Guest over 10 years ago in Clients & Groups 8 Completed

Add last appointment to archived clients list

When viewing the list of archived clients, show me the date of their last appointment so I know when I can permanently delete their records from TheraNest.
Guest almost 4 years ago in Clients & Groups 4 Completed