Clients & Groups

Allow me to enter clients as couples or families. I see mostly couples and I prefer not to split them up in TheraNest.

Allow me to create an appointment reminder template for each client so I can send additional information for one client that may need it.

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.

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...

Add the Client's zip code to the Demographics Analytics Report so we can identify where our client base lives. This will help us better understand our target audience.

Allow me to print or download a client's entire record, or records for multiple clients.

Notify Organization Administrators via an in-app banner when the active client count is approaching their Active Client subscription limit. Example, if subscribed to the 50 Active Client plan, display the notification when there 45 or more active ...

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.

Allow me to mark all of a client's ADLs and IADLs as "independent" when filling out the fields under the Additional Details tab.

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.