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.
After creating a recurring event on the calendar, allow me to edit the title of the event/series after. Right now I can only edit a single occurrence, but not the name/title of the whole series.
Create an appointment reminders schedule per client
Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.
Guest
about 2 years ago
in Clients & Groups
3
Future consideration
Offer one-on-one training when setting up TheraNest or onboarding new staff so they can learn the correct way to document, file claims, etc. Some people learn better with direct instruction rather than by watching videos or reading articles.
Have more subscription options between the 50 and 80 users mark. It's a big jump in the number of users and the price and we need something in-between.
When I have messaging alerts set to "use client initials," alerts that a client has paid still show the full name. Can this setting be applied to ALL notifications?
Have a drop down option to select which insurance to use at the time of billing. For instances where claims need to be billed to different payers for different services.
