When a client requests an appointment on the client portal or when another staff member is scheduling an appointment within TheraNest, only allow the appointment to be scheduled with staff members that are assigned to the client.
When adding goals and selecting interventions, the interventions appear in a drop-down list and once selected, can't be edited. After I select the intervention, allow me to edit it so I can customize it to reflect my client.
Jana Santiago
over 4 years ago
in Notes & Cases
5
Future consideration
Allow me to search for people who are in the contact network for my clients. Sometimes a person may start as a contact, but then end up a client and I want to see if we've already added them as a contact so I don't create a duplicate client.
Guest
almost 3 years ago
in Clients & Groups
2
Future consideration