TheraNest Ideas Portal
Add a new idea Subscribe
Status Future consideration
Categories Messaging & Notifications
Created by Guest
Created on Feb 26, 2019

RELATED IDEAS

Notify staff when they have been assigned a new client

Send a notification to the staff member when a new client or prospective has been assigned to them.
App Type TheraNest App
  • Attach files
  • Guest
    Reply
    |     Apr 5, 2024
    We would love an automation that would send an email alert yo staff when a new client or case was assigned to them.
  • Guest
    Reply
    |     Jan 24, 2024
    Send my staff members an alert if I assign them to a prospective client so they know to follow up with the client.
  • Lacey Yee
    Reply
    |     Jan 23, 2024
    Add a feature to prospective client to alert staff when they have been assigned a prospective client so they know to follow up.
  • Guest
    Reply
    |     Aug 8, 2023
    A pop up or alert needs to occur on a therapists agenda or alerts when a supervisor or admin has assigned a new client to the therapist. Currently we have to send an separate email to alert the therapist a new client has been assigned to them.
  • Guest
    Reply
    |     May 16, 2023
    We have a large organization and I'd love the ability to turn on an email notification for when a staff member assigns me a client.
  • Guest
    Reply
    |     Mar 15, 2023
    Yes! We use TN to refer active clients to our case manager. When we add their name into assigned staff, it would be great if they would get a notification.
  • Guest
    Reply
    |     Jan 22, 2022
    Receive an email notification (or really any sort of notification) that you have been assigned a client.
  • Guest
    Reply
    |     Dec 8, 2021
    I think that when an administrator or supervisor assigns a new client to a clinician, there should be a notification system that allows that clinician to know they have a new client on their caseload.
  • Guest
    Reply
    |     Jul 3, 2019
    Notify staff when a client is assigned to them