When I have messaging alerts set to "use client initials," alerts that a client has paid still show the full name. Can this setting be applied to ALL notifications?
Alert staff when files are added to client Clinical Documents and Staff Documents
It would be helpful if staff could receive an alert whenever an administrator or another staff person adds a document to the client's clinical documents and when an administrator adds a document to the staff's document tab
Allow copying and pasting text from secure messages
Allow me to copy and paste information that is sent or received from a secure message. Sometimes we have standard messages that we send clients and it would be easier to copy and paste from an old message.
When a client makes a payment through the client portal, if they also include a note with the payment then show the note on the payment alert that I receive in TheraNest.
Display client's first name and last initial when receiving text response notifications
As an admin, when I receive a text message that a client has responded to an appointment reminder it only displays the client's first and last initial. Instead, display the client's full first name and last initial. I work with hundreds of clients...
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Future consideration
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Future consideration
