Skip to Main Content
TheraNest Ideas Portal
Log in / Sign up
Please enter your email address
Home
THNP1-I-174
THNP1-I-174
Add a new idea
Subscribe
3
VOTE
Status
Future consideration
Show all details
Categories
Billing & Payments
Created by
Guest
Created on
Jul 20, 2023
RELATED IDEAS
Assign staff members to prospective clients
Copy client's information to different client
Send documents to staff in-app
Assign all staff to a client
Assign tasks to other staff
Send message to client when creating appointment
Notify staff when they have been assigned a new client
CC therapist when sending emails to clients
Send invoices and statements via text message
Automatically copy messages from secure messaging to a client's contact log
Send a copy of a client's statement to other staff members
When sending a statement to a client, allow me to send a copy to any staff member that's assigned to the client.
App Type
TheraNest App
Comments
0
Votes
3
Add a comment
Attach files
Enter a subject
Drop here to upload
