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Status Future consideration
Categories Practice Management & Administration
Created by Guest
Created on Sep 7, 2017

RELATED IDEAS

Edit existing referral sources

I'd like the ability to edit my referral sources. Right now, I can only archive a referral source, but if their place of work changes, or their name changes, or I want to add information about them, I have to archive and create a "new" referral source. It would be much better to be able to edit them.
App Type TheraNest App
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  • Guest
    Reply
    |     Feb 17, 2024
    Please, let us know when will you improve on the referral directory. It is impossible to search, edit or work with it in its current version. I have requested this since 2018 when I signed my 2 companies with TN. Thank you
  • Guest
    Reply
    |     Jun 28, 2023
    I'd like to be able to type in the referral source without choosing from a drop-down menu. Currently we are using an Excel spreadsheet to list new referrals so we can then add them to the drop-down menu later. This seems like a waste of time. Is there a better way? Thanks!
  • Guest
    Reply
    |     Jan 14, 2022
    This seems like such an easy fix, and is an oversight that should have been implemented right from the start.
  • Angela Tinker
    Reply
    |     Sep 22, 2021
    Currently once a referral source is added the only option available is to archive it. Could you add an option to edit the name of the referral source? I just want to be able to change how I named it.
  • Guest
    Reply
    |     Aug 2, 2019
    I'd like to be able to edit the referral category. If I've entered someone and their name changes or they should be listed as part of the practice they are in, I should be able to tweek that without having to archive them and start over, thereby losing the data associated with them. I shouldn't have to ask the team at Theranest for that. Thanks for asking for input. You guys rock!