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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

Alway the same email to be used on multiple Client portals

It would be extremely helpful to allow the same email address to be used on multiple client portals. This would eliminate a lot of issues we have been having. Thanks!
Guest 11 months ago in Clients & Groups 0 Already exists

Prevent staff from viewing a specific client

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

Add archived client to prospective clients list

Instead of unarchiving a client and making them active, allow me to add them to the prospective clients list.
Guest almost 3 years ago in Clients & Groups 3 Future consideration

Custom appointment reminders per provider

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 over 3 years ago in Clients & Groups 5 Future consideration

Add a place for staff notes in the client's chart

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 about 3 years ago in Clients & Groups 1 Future consideration

Add the Edinburgh Perinatal/Postnatal Depression Scale (EPDS) as an intake form

Add the Edinburgh Perinatal/Postnatal Depression Scale (EPDS) as an intake form so I don't have to recreate it in TheraNest.
Guest over 1 year ago in Clients & Groups 2 Future consideration

Instant or Live Chat with Clients

I do believe that adding live-real time chat to the platform is beneficial. I have had many of my teens ask for this feature. I tried to vote on the other comments; however, I am not able to. The text message works; however, you will have to refre...
Guest almost 4 years ago in Clients & Groups 3 Future consideration

Store received intake forms individually instead of bundled as one PDF

When I receive back completed intake forms from a client, have each form stored individually rather than bundled as one PDF.
Guest over 5 years ago in Clients & Groups 12 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 almost 3 years ago in Clients & Groups 3 Future consideration