All ideas

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Add Client Portal to Clients section

To get to client portal - I have to go to organization. I want to be able to access client portal from client area. so much clicking!

Guest over 4 years ago in Clients & Groups 0 Future consideration

4 VOTE

Remove staff display order if staff can only view personal calendar

If I enable the setting for a staff member to only view their personal calendar, then remove the staff member display order under the staff member's Preferences. I want to keep the names of our staff members private.

Guest over 1 year ago in Calendar & Scheduling 1 Future consideration

6 VOTE

Pop-up alerts when accessing a client's details

Allow me to create alerts that pop-up when anyone navigates to the client's details.

Guest over 2 years ago in Clients & Groups 2 Future consideration

7 VOTE

Delete staff members

Allow me to delete staff members from my TheraNest account instead of just archiving them.

Guest almost 3 years ago in Practice Management & Administration 1 Future consideration

11 VOTE

Improve Client Name Search

Improve the client search field by showing client names when I type in a few characters, a middle name, a first name + last name, etc.

Guest over 4 years ago in Clients & Groups 8 Future consideration

5 VOTE

Require payment before scheduling on the client portal

Allow me to require my clients to make a payment before they can proceed with scheduling an appointment on the client portal.

Guest about 2 years ago in Client Portal Payments 2 Future consideration

14 VOTE

Add place of service to detailed attendance report

Include the place of service when running the detailed attendance report.

Guest over 5 years ago in Reporting 4 Future consideration

8 VOTE

Add referral source to prospective clients list

When adding a client to the prospective clients list, allow me to add their referral source.

Guest over 3 years ago in Clients & Groups 1 Future consideration

4 VOTE

Alert admins of organization activity

As an admin allow me to receive alerts for certain actions recorded in the activity log.

Guest over 1 year ago in Messaging & Notifications 1 Future consideration

2 VOTE

Allow org admins to set a staff's calendar preferences

The director should be able to set calendar preferences for staff. It would be much quicker for one person to be able to set this up than training and waiting for each staff member to do this on their own.

Guest 10 months ago in Calendar & Scheduling 0 Future consideration

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