Allow me to send a mass email or text to all of our clients so I can share important clinic information. Although I can send a mass secure message to the portal, not all of our clients are on the client portal.
Allow me to set up a rule so that certain tasks are automatically generated in my task list. For example, when I add a new client I want tasks generated for inviting them to the portal, scheduling an appointment, etc.
Specify who gets notified of completed intake forms
Allow me to specify who gets notified when a client completes an intake form. As an admin, I want to be notified when any client completes a form without having to be assigned to every client. We also have intake coordinators who need to be notifi...
If I have the setting turned on to notify clients when an appointment is rescheduled, then only send the notification if the appointment status is changed to "Rescheduled". Right now a notification is also sent if we adjust the appointment time (b...
If I'm viewing the client list and sort the table, have TheraNest save my sorting preferences so if I navigate away and come back the sorting doesn't reset.
Guest
about 2 years ago
in Clients & Groups
2
Future consideration
Allow me to "copy last treatment plan" option to create an updated treatment plan so that I can make updates without recreating the entire treatment plan.
Guest
about 6 years ago
in Notes & Cases
16
Future consideration
7
Future consideration
0
Future consideration
