It would be great to have a system in place where we can send and receive client referrals. Currently we are e-mailing back & forth and it takes too much time as we are growing.
Don't copy previous content when creating a new treatment plan
When I create a new treatment plan for a client that already has an existing one, don't copy the content from the previous treatment plan over to the new one so I can start fresh with new content and new goals.
Guest
almost 5 years ago
in Notes & Cases
1
Future consideration
Allow me to quickly copy a client's address or insurance to another client. Sometimes we have family members with the same address and insurance and it would be easier to copy the information than retype it.
Guest
over 11 years ago
in Clients & Groups
0
Future consideration
Add "Send Client Portal Invite" option when adding a new client
At the bottom of each Add New Client box where we are putting in their name for the first time, to have a check box ‘send client portal invitation’ so we could check and send auto from there. And ideal if we get the option of whether to default th...
Guest
over 6 years ago
in Invitations
2
Future consideration
Add client availability to prospective clients list
When adding a client to the prospective clients list, allow me to indicate which days and times they are looking for so I can quickly see who to contact when I have that date/time available.
Guest
almost 4 years ago
in Clients & Groups
1
Future consideration
Email Google Calendar invite to clients when scheduling appointments
Clients have asked for an email invitation, or a calendar invitation similar to what iCal or Google Calendar can do. If TheraNest had a email invitation link that would sync with clients' iCal or Google Calendar (those seem to be primary) then we ...
I want to choose whether I get notifications about certain things in TheraNest and how those notifications are sent. For certain things, an in-app alert is enough, but for other things I might want to be alerted in several ways (like text, email a...