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Add insurance to prospective clients list

When adding a client to the prospective clients list, allow me to add the name of their insurance provider.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Don't allow me to enter future dates in birthdays and reports

When entering a client's birthday or running some reports, TheraNest will accept dates far in the future (e.g., 01/01/2052). Warn me when I enter a date this far in advance to help me review and correct my potential errors.
Cindy Hooper 4 months ago in Clients & Groups 0 Future consideration

Add treatment plan due date to client list

Add a column to the client list grid that tells us the next treatment plan due date.
Dawn del Rio 7 months ago in Clients & Groups 0 Future consideration

Add a genogram builder function

A genogram is a graphic representation of a family tree that displays detailed data on relationships among individuals. It goes beyond a traditional family tree by allowing the user to analyze hereditary patterns and psychological factors that pun...
Guest over 9 years ago in Clients & Groups 4 Future consideration

Allow prospective clients portal access

Allow me to invite prospective clients to the portal so they can fill out paperwork. We need to determine if they're a good fit for our practice before activating them.
Guest over 3 years ago in Clients & Groups 9 Future consideration

Include Insurance company phone number on Insurance tab

When working on billing kinks for the insurance company, it would be helpful to have the insurance phone number field present on the insurance/billing screen.
Guest almost 10 years ago in Clients & Groups 2 Future consideration

Share non-intake documents with clients on the client portal

Allow me to share other documents, outside of intake/custom forms, with clients on the client portal (e.g., session worksheets).
Guest almost 6 years ago in Clients & Groups 6 Future consideration

View clients only I'm assigned to in client list

When filtering the client list allow me to see the clients only I'm assigned to. When I enter my name to filter, it also displays the clients I supervise, but I only want to see my caseload.
Guest over 3 years ago in Clients & Groups 7 Future consideration

Add more than one auth to a client

Allow me to add more than one authorization number for a client. We get separate authorization numbers for each service type we use and I need to be able to link the auth number to the service type for the appropriate invoice.
Guest over 3 years ago in Clients & Groups 4 Future consideration

Add mailing address to contact network

Allow me to add a mailing address to a contact in a client's contact network.
Guest 10 months ago in Clients & Groups 0 Future consideration