Only allow telehealth sessions to be started within a certain time frame. We've had providers and clients accidentally start future telehealth sessions.
Add the client's payers to the Detailed Client report so I can break our clients down by insurance categories. The Export report has information that I don't need and I want to run the report within TheraNest.
Guest
over 2 years ago
in Reporting
3
Future consideration
When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration