Waiting list feature where client info can be entered and clients are listed in order received with counselor preferences and contact information.
App Type
TheraNest App
ADMIN RESPONSE
Aug 23, 2024
You can now add prospective clients to a list and easily activate them when a spot opens up at your organization! Learn more about this exciting new feature here: https://theranest.zendesk.com/hc/en-us/articles/4406778634132
If we had the ability to make a waitlist then we could easily schedule people who are looking for a last minute cancellation. This could be in the form of a checkbox that shows up on the calendar in a different shape/color or maybe a "Flag" icon on the calendar day.
This would be such a great help because many platforms are not BAA approved, and it is sometimes difficult to store this type of information where all parties have access.
We area a CARF accredited facility and would love to see a waiting list add-on so our practice doesn't have to subscribe to the next level who are either entering service, soon to be transitioned or discharged or for those who we might meet only once a month or every other week.
It would also be great if you can archive the clients on the waiting list if they have no open cases. Right now, i've created a group for different waitlists, but even though the client is not actively in services and could be archived; they still have to stay an active client to show up on the group list. It messes with our active client count for billing.
Would love to have a wait list feature where basic demographics could be entered; would be nice not to have these clients included in your allowable client count for your organization.
Yes, yes! Would love to have that. I have to do an excel spreadsheet to keep track. Active Clients, Archived clients and Waiting List Clients would be AWESOME!
This would be VERY valuable for us, but not only for prospective clients. We always have current clients on a waiting list as well if there isn't an opening.
Prospective clients cal interested in services. Some people become clients so you want to save that call as part of the chart. Others never call back. And others call back a long time later so you still want to find it and access your note. Can theranest add storing this as a feature without adding the fee for additional clients?
This would be very helpful as I am having to use another program to track all potential clients, waitlist, and clients that I have referred to my employees. PLEASE ADD this feature!
track your prospective to see when they would become clients. Create a tracking list that tracks the prospective clients inquiries that later can be turned into clients with some sort of click option
