Allow me to notate if we have permission to charge a client's saved credit card. Our clients must sign a credit card authorization form before we can charge their card. When clients pay online and save their card, it populates in TheraNest but the...
When creating a Case or Client dynamic form and viewing the tabs in the client's details or case, have a count on each tab so I can see how many times the form has been filled out.
Guest
over 2 years ago
in Clients & Groups
0
Future consideration
Allow me to use the Tab key on my keyboard to navigate through sections of TheraNest and submit data. For example, I'm able to tab through sections when adding a contact log entry, but I can't tab to the Save button to save the entry.
Guest
over 2 years ago
in Notes & Cases
1
Future consideration