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
over 4 years ago
in Clients & Groups
7
Future consideration
If I'm using my mobile device to access TheraNest, have the relevant app pull up if I click the client's email address or phone number so I can contact them without having to copy and paste their information.
As a provider, allow me to customize one appointment reminder template that my clients receive. Right now, the organization customizes the message, but I'd like to change it for my clients only.
Guest
almost 4 years ago
in Clients & Groups
5
Future consideration
Display insured ID # in left sidebar when viewing client details
When viewing a client's details, display their insured ID # for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
Guest
over 3 years ago
in Clients & Groups
3
Future consideration
Allow me to lock a specific client's profile that prevents other staff from viewing their information. Sometimes we may get a client that one of us knows personally, and we don't want to change everyone's permission but just prevent them from view...
Guest
over 2 years ago
in Clients & Groups
2
Future consideration
Each of our clients has very specific needs and boundaries and the only space for these day-to-day directive notes is in the "Client Notes" section or in the "Other Notes on Housing". The issue is 90% of our staff use their phones exclusively and ...
When viewing a client's chart/information, allow me a place to write notes so that I can communicate with my staff about important information related to the client.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration