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
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.
Guest
about 1 year ago
in Clients & Groups
1
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
7 months ago
in Clients & Groups
0
Future consideration
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
about 4 years ago
in Clients & Groups
5
Future consideration
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