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Clients & Groups

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Prioritize the prospective clients list

Allow me to prioritize the prospective clients so I know which client should be seen next when an opening is available.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Add new name field to client details

Add a new name field other than "preferred name", such as "name on documentation" for our clients who are transgender. The "preferred name" field delegitimizes their experience, but we need to record their first name and their name that appears on...
Guest over 4 years ago in Clients & Groups 3 Future consideration

Make client notes more prominent

When navigating to a client's details page or viewing the agenda, make the Client Notes prominent so our staff is more likely to read the information.
Guest over 3 years ago in Clients & Groups 2 Future consideration

Ability to remove all clients from a group

Current behavior is that you need to have 2+ clients assign to a group before removing any clients. Looking to have the ability to remove any amount of a clients from a group.
Guest over 4 years ago in Clients & Groups 1 Future consideration

Upload documents to prospective clients

Allow me to upload documents to prospective clients.
Guest 9 months ago in Clients & Groups 1 Future consideration

View date of last treatment plan when viewing clients list

When viewing My Clients or All Clients, allow me to add a customized grid option to view the date of their last treatment plan.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Add the Adult ADHD Self-Report Scale as an intake form

Have TheraNest add the Adult ADHD Self-Report Scale (ASRS-v1.1) to the list of intake forms so that I don't have to create it myself.
Guest over 2 years ago in Clients & Groups 0 Future consideration

Don't send emails for revoked intake forms

Don't send the client an email if I revoke an intake form on their client portal.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Add termination date to client's details

Allow me to add a custom termination/archive date to the client's details. Sometimes our termination dates are based on the last appointment and sometimes they are based on the last time we contacted them.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Make it easier to add a referral source to a client without navigating away

Make it easier to add a referral source to the client's chart so that I don't have to navigate away from the client's chart to add it.
Guest over 3 years ago in Clients & Groups 2 Future consideration