It would be helpful and time saving if I could poke a button to copy the address info that was entered for the client to the insured's info - perfect for when client is spouse or child of insured!
Guest
over 8 years ago
in Clients & Groups
10
Future consideration
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
over 11 years ago
in Clients & Groups
0
Future consideration
Add client availability to prospective clients list
When adding a client to the prospective clients list, allow me to indicate which days and times they are looking for so I can quickly see who to contact when I have that date/time available.
Guest
almost 4 years ago
in Clients & Groups
1
Future consideration
When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.
Guest
over 2 years ago
in Clients & Groups
3
Future consideration