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Clients & Groups

Showing 271
810 VOTE

Enter clients as a couple or family

Allow me to enter clients as couples or families. I see mostly couples and I prefer not to split them up in TheraNest.
Guest almost 11 years ago in Clients & Groups 122 Future consideration
121 VOTE

Custom appointment reminders per client

Allow me to create an appointment reminder template for each client so I can send additional information for one client that may need it.
Guest about 2 years ago in Clients & Groups 19 Future consideration
389 VOTE

Send appointment reminders to multiple contacts

Allow me to send appointment reminders to multiple phone numbers and/or email addresses. Some clients that are children may have divorced parents and both want to be alerted that their child has an appointment.
Guest almost 7 years ago in Clients & Groups 55 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 16 days ago in Clients & Groups 0 Future consideration

Sending Assessments to Clients Automatically

Add the option to automatically send assessments to Clients on a monthly, bi-monthly, quarterly, and yearly basis.
Guest 2 months ago in Client Account Management / Clients & Groups 0 Future consideration
229 VOTE

Autosave client details

When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.
Guest about 9 years ago in Clients & Groups 49 Future consideration
189 VOTE

Expand features for handling child/minor clients (notes, contacts, intake etc.)

Create a separate feature for reminder calls & email that include a parent contact. or a box that differentiates between a child client versus an adult client, therefore insurance information and contact information would be specialized. It w...
Guest over 9 years ago in Clients & Groups 28 Future consideration

Indicate preferred contact method in client's chart

When viewing a client's details, allow me to see which contact method is preferred by the client so I know which method to use first.
Guest over 1 year ago in Clients & Groups 3 Future consideration

Assign supervisor per patient instead of staff member

Allow me to assign a supervisor at the patient level. Our trainees have more than one supervisor and we'd like their notes to be reviewed/approved only by the staff member assigned to that patient.
Guest about 4 years ago in Clients & Groups 18 Future consideration

Remove demographic fields in TheraNest & Client Portal

Allow me to remove some of the demographic fields that are displayed in TheraNest and the Client Portal. There are some fields we don't need to capture (e.g. Religion).
Guest over 6 years ago in Clients & Groups 22 Future consideration