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TheraNest Ideas Portal
Status Completed
Categories Notes & Cases
Created by Guest
Created on Jun 20, 2019

Add "Insurance" as Relationship to Client option in Contact Log entries

In the contact log drop down box for who the contact was with (client, parent, partner, etc)- I would love to see insurance company be listed as an option as that is who I am writing notes in the contact logs about the most. Thanks!
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    We're excited to let you know this request has been implemented! In any new contact log entry, you will now be able to select "Insurance" as an option for "Relationship to Client." Once you've selected "Insurance" you also have the option to select any of the client's active insurance payers as the source of contact. This will be reflected in the printed contact log entry. Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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