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Clients & Groups

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Copy client's information to different client

Allow me to quickly copy a client's address or insurance to another client. Sometimes we have family members with the same address and insurance and it would be easier to copy the information than retype it.
Guest about 11 years ago in Clients & Groups 0 Future consideration

Show number of open cases when viewing the list of clients

When viewing the list of clients, allow me to see how many open cases each client has.
Rebecca Neavill almost 4 years ago in Clients & Groups 5 Future consideration

Document medication in the client's chart

When viewing a client's chart, allow me a place to document and track the medication a client is taking.
Guest over 3 years ago in Clients & Groups 5 Future consideration

Customize portal invite message for contacts in contact network

When I add an individual to a client's contact network, allow me to customize the portal invitation message they receive.
Guest over 3 years ago in Clients & Groups 3 Future consideration

Add second address field in client details

Allow me to capture two addresses for clients in cases of children with divorced parents or younger adults who have a college address and home address.
Guest about 4 years ago in Clients & Groups 7 Future consideration

Retain grid filters

If I apply filters to a grid in TheraNest (e.g., Clients list, Contact Log entries, etc.) then have TheraNest remember those filters so that they are still applied when I return to the grid.
Karambir Khalsa 3 months ago in Clients & Groups 0 Future consideration

Automatically populate city and state with the zip code

Have the client's city and state automatically populate when I type in the zip code.
Guest over 8 years ago in Clients & Groups 2 Future consideration

Customize default message when sharing forms

When I share new forms under the client docs, allow me to customize the message so that I don't have to change it every time.
Guest over 5 years ago in Clients & Groups 4 Future consideration

Add copay to clients list

When viewing the Clients list, allow me to customize the grid to view the client's copay.
Guest over 1 year ago in Clients & Groups 2 Future consideration

Add insured ID # as customized grid option for clients list

When viewing the list of clients, allow me to include their insured ID #.
Guest almost 4 years ago in Clients & Groups 7 Future consideration