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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Oct 18, 2018

Automatically generate client ID

Have TheraNest automatically generate the Client IDs so I don't have to remember to do this for each client.
App Type TheraNest App
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  • Guest
    Reply
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    Dec 19, 2022
    This has been requested before. It adds work to have to create a client ID manually. All clients in a database need a unique identifier, because names repeat. Making it a manual process add human error that has consequences in the functioning of the database. For example, if the client ID is created after the client is scheduled for a first appointment, that appointment does not then have a client ID if that record is exported in a report. Please please please. It's a basic record management requirement.
  • Guest
    Reply
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    Sep 29, 2022
    I would like client ID's to be added automatically. We are getting claims rejected because no there's no client ID. Seems like Theranest should just have these entered automatically and the user could deselect if not needed.