It would be helpful if we could discharge a client from a group. Currently, when a group case is closed, it is closed for all clients who have been listed in that group.
Allow me to organize active and archived clients into groups, folders, or with tags. We offer different services and I'd love to be able to pull up a list of clients who receive a certain service.
Guest
over 3 years ago
in Clients & Groups
3
Future consideration
Display status of client portal invite in client list
Please create either ability to filter the client list on the portal management page and/or the ability to pull a report (perhaps under detailed client) that shows the client's status in the portal (active/inactive) - this idea would be preferred ...
Guest
almost 5 years ago
in Clients & Groups
0
Future consideration
I invited a client to the portal and then later realized I entered the wrong email address. Have TheraNest send me a notification if an email I attempt to send was undeliverable.
When unarchiving a client a new case is automatically opened, but sometimes we don't need a new case we want to open the previously closed case. Allow me the option to either open a new case or open a previously closed case when unarchiving a client.
Guest
about 4 years ago
in Clients & Groups
0
Future consideration
Assign staff to case when appointment is scheduled
Have the staff member automatically assigned to a client's case when the appointment is scheduled so that we don't have to add them manually and so it doesn't create a duplicate case when the staff creates a progress note.
Guest
over 3 years ago
in Notes & Cases
0
Future consideration
0
Future consideration
0
Future consideration
