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.
Select "sex" when adding insurance to a new client
Please let us pick the legal sex of the Insured instead of having to input it into the Client Details page first, OR let us save the information we already input on the Insurance page instead of losing all data because we have to pick the legal se...
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.
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.
Allow all users to access and manage prospective clients list
Allow me to enable the permission for managing the prospective clients list to all users. This permission is disabled for therapists who can only view clients assigned to them.
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