Allow me to archive clients that are on the prospective client's list so I don't have to activate them just to archive them. I don't want to delete them because I want to keep a record of these clients.
Guest
over 3 years ago
in Clients & Groups
3
Future consideration
Many of our patients use their phones for telehealth sessions and may use their mobile phone data as a hotspot. When they do this, they run into connection issues that make conducting the telehealth session difficult.
We use the "notes" field in the appointment details screen to leave messages for the admin or therapists about what payment to collect at the time of the client's appt. It would be helpful to have the appointment detail notes visible on the agenda
When updating an appointment's status, do not require a reason to be selected. This is especially applicable to No Show appointments, as a reason for the no show is often not available.
Visually differentiate between individual appointments, group appointments and non-client events in the Calendar
I need a way to easily see at a glance what kind of appointment or event I have on my calendar, whether it's for an individual, a group, or a non-client event like an office meeting.
Have fields on intake forms copy to fields in TheraNest
If I send a client an intake form and there are fields included that match fields in TheraNest (e.g., in the client's details), then when the client fills out the form have those same fields update in TheraNest so I don't have to copy the informat...
Guest
over 8 years ago
in Intake Forms
15
Future consideration