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181 VOTE
Status Future consideration
Created by Guest
Created on Dec 8, 2015

Client birthday reminders

Remind me when it's a client's birthday so that I can wish them a happy birthday during our next session.
App Type TheraNest App
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  • Guest
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    Oct 13, 2023
    Please do this! It is especially important when working with children - it is so important to remember their birthday. Clinically relevant in my opinion, not just a bonus extra.
  • Guest
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    Sep 6, 2023
    I saw that I get a Theranest notification when I put a client's end date of their insurance. We also put client's birthdays in the client's profile. Is there anyway that Theranest could allow for notifications when it is someone's birthdays, as well? I found that some clients get a little offended when I don't recognize it is their birthday. Please do not give me any recommendations to keep track of this. i am asking strictly about Theranest being able to offer this. Thank you
  • Guest
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    Aug 14, 2023
    This is so necessary!!
  • Guest
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    Aug 2, 2023
    From one of our therapists: " a feature that I LOVED with Simple practice was it would alert me when a client's birthday was coming up. It was really helpful and clients were always surprised and thankful when I would remember their birthday." --
  • Mark Nichols
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    Mar 20, 2023
    Yeah, I just want a reminder for myself so that I know to bring it up in session. This is actually a pretty valuable feature for facilitating connectedness with clients.
  • Guest
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    Dec 27, 2022
    I would love this I currently do this manually and it is very difficult.
  • Guest
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    Oct 20, 2022
    Can we please get automatic birthday texts sent out to clients? And notifications to the therapist?
  • Guest
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    Sep 7, 2022
    I would like reminders of client birthdays
  • Guest
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    Aug 10, 2022
    Yes! I had to build a spreadsheet that I update manually for each new client which shows upcoming birthdays. We send cards out.
  • Guest
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    Dec 25, 2021
    Yes, please!
  • Rachael Eichhorn
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    Dec 22, 2021
    I like the automatic suggestion!
  • Guest
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    Jul 6, 2021
    This would be so helpful!
  • Guest
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    Jun 24, 2021
    Would be most useful for clients who are about to turn 18 so that we can update releases of information, etc.
  • Guest
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    Jan 18, 2021
    Can you have Theranest send a reminder if they are seeing the client on their birthday
  • Guest
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    Dec 16, 2020
    Yes! I see comments that say automatically send a text birthday message, but it would also be great for that to show up in Theranest, so we actually get notified and well as having an automated message sent. like if a client's birthday could show up in our calendar that would be great!
  • Guest
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    Jun 9, 2020
    It would be great if Telehealth had an option to send an automatic message to clients on their birthdays. It's nothing critical but would make Theranest somewhat personalized.
  • Guest
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    Dec 4, 2019
    Would it be possible to add a notification feature that allowed a therapist to know when an adolescent client turned 18 and was no longer a legal minor? This would help therapists meet HIPPA standards and administer appropriate releases of information for parents etc.
  • Guest
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    Oct 17, 2019
    I would love to be able to receive a notification from Theranest when it is a client's birthday :)
  • Guest
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    Sep 4, 2019
    Automatically send Happy Birthday text or email to active clients
  • Guest
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    Mar 14, 2019
    Automatically send a Happy Birthday email to clients.
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