Filter manage clients list in client portal settings
When managing the list of clients under the client portal settings in the Organization tab, allow me to filter the list so I can see everyone who doesn't have an invite or anyone who has sent forms that haven't been completed.
Create a resource that defines some of the terms that TheraNest uses in the application (e.g., Active Clients, Intake Date, Registration Date). Sometimes what I consider to be the definition is different than what TheraNest defines.
Allow me to archive the address for my primary practice location because when I change the address it retroactively applies those changes to past appointments.
Define problem field in the invalid organization address notice
When I get an error message that something is wrong with my organization's address, tell me exactly what's wrong in the message so I know what to fix when I get to that page.
We have a different organizational TIN for a different program within our business - we need to be able to put that on the Superbills for that program separately
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Future consideration
