Skip to Main Content
TheraNest Ideas Portal
229 VOTE
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Nov 16, 2015

Autosave client details

When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.
App Type TheraNest App
  • Attach files
  • Guest
    Reply
    |
    Sep 22, 2023
    Automatic save when imputing clients *abiliity to go back and forth between demographics and insurance tabs
  • Guest
    Reply
    |
    Jun 2, 2023
    auto save pages especially client demographics when any changes are made rather than needing to click save every time before leaving a page.
  • Guest
    Reply
    |
    Aug 26, 2022
    PLEASE
  • Guest
    Reply
    |
    Apr 28, 2022
    We would love Autosave on intakes. Too much information is lost.
  • Guest
    Reply
    |
    Nov 5, 2020
    I would like to have a way we could just click outside the boxes to auto save rather than having to scroll completely up or way down. Other softwares do this and it's very handy.
  • Guest
    Reply
    |
    Oct 19, 2020
    Autosave feature needed. Can you add a feature in which documents autosave frequently? Especially the first page of treatment plans. Autosaving any document with multiple tabs would be really useful.
  • Guest
    Reply
    |
    Sep 29, 2020
    I think auto save would be a important feature. We lose stuff because of this.
  • Guest
    Reply
    |
    Sep 12, 2020
    Auto save anytime I’m adding/changing information in clients, billing, etc.
  • Guest
    Reply
    |
    Jun 4, 2020
    Just like the progress notes, have an automatic save feature as you are typing in contact notes.
  • Guest
    Reply
    |
    Mar 21, 2020
    PLEASE PLEASE PLEASE move the "Enter Insurance Info" button. I simply click the button to add info. and then lose all the information. I agree with Jessica Wilcox. This causes me SOOOOO many problems. GRRRRRRRRRR Autosave?
  • Guest
    Reply
    |
    Mar 6, 2020
    PLEASE, remove the "Enter Insurance Info" button from the "Client Details" tab. When entering new client information, if this button is clicked before the client's information is saved, all entered information is lost. Having that button may seem like a shortcut, but it is inconvenient when client information is lost, and must be re-entered.
  • Guest
    Reply
    |
    Mar 3, 2020
    The autosave every few seconds really, really slows down the drop box mental status assessment on each note. Can we have an option to only save every 30 seconds etc?
  • Guest
    Reply
    |
    Jan 6, 2020
    I agree with this completely! Sometimes I do not see the flag on the screen, especially when I hit the button to enter into the insurance information. It actually doesn't seem to be logical to have to save the info, as there is a link that says - enter insurance information. Perhaps THAT is where the save button should be.. it gets me EVERY time and then I have to enter in ALL the information again. Autosave would be SO HELPFUL>
  • Guest
    Reply
    |
    Oct 2, 2019
    Have a save alert when changing screens, if you have made changes to that screen and you have not saved that new information.
  • Guest
    Reply
    |
    Apr 19, 2019
    +1 Vote for autosave.
  • Guest
    Reply
    |
    Apr 5, 2019
    I am wondering about the "save" feature. It seems like it auto-saves on some parts and not on others. I try to save all the time, but forget and lose important way too often. It would be great if it auto-saved every time you changed pages or functions.
  • Guest
    Reply
    |
    Apr 4, 2019
    Yes to an auto save feature.
  • Guest
    Reply
    |
    Apr 4, 2019
    Agree with Charlene......
  • Guest
    Reply
    |
    Apr 4, 2019
    Why not have auto-save for all functions?
  • Guest
    Reply
    |
    Feb 27, 2019
    I have lost more time and energy on this particular issue than any other admin challenge that I have encountered in theranest. I definitely would like this to go higher in the list.
  • Load older comments
  • +129