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Retain grid filters

If I apply filters to a grid in TheraNest (e.g., Clients list, Contact Log entries, etc.) then have TheraNest remember those filters so that they are still applied when I return to the grid.

Karambir Khalsa 12 months ago in Clients & Groups 0 Future consideration

3 VOTE

Staff demographics report

Allow me to run a report that displays the demographic information for my staff.

Guest almost 3 years ago in Reporting 0 Future consideration

2 VOTE

Add the Life Events Checklist as an intake form

Add the Life Events Checklist as an intake form so I don't have to recreate it in TheraNest.

Guest almost 2 years ago in Clients & Groups 0 Future consideration

2 VOTE

Add the Interpersonal Inventory as an intake form

Add Interpersonal Inventory as an intake form so I don't have to recreate it in TheraNest.

Guest almost 2 years ago in Clients & Groups 0 Future consideration

3 VOTE

Indicate payment status on appointment

When creating or editing an appointment for a client, allow me to indicate the payment status for that appointment on the actual appointment (prepaid, unpaid, credit, etc.).

Guest almost 3 years ago in Calendar & Scheduling 0 Future consideration

2 VOTE

Include archived clients when searching clients list

When viewing all or archived clients in the clients list, allow my search criteria to apply to both active and archived clients.

Guest almost 2 years ago in Clients & Groups 1 Future consideration

3 VOTE

Alert me when a credit card is declined

Send me an in-app alert when a client's credit card is declined or have the alert appear on the client's ledger so I can make sure to update the information as I'm working in the client's profile.

Guest almost 3 years ago in Billing & Payments 0 Future consideration

3 VOTE

View when credit cards were updated

When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.

Guest almost 3 years ago in Clients & Groups 1 Future consideration

4 VOTE

Notify assigned staff of new contact log entry

As a staff member assigned to a case, notify me or alert me when a new contact log entry has been created.

Guest almost 4 years ago in Notes & Cases 2 Future consideration

2 VOTE

Merge client secure messaging and practice chat features

Allow me to secure message staff members in my organization so that all messaging is in one place.

Guest almost 2 years ago in Messaging & Notifications 1 Future consideration

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