Skip to Main Content
TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Mar 2, 2023

Hide or remove tabs from clients and cases

I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.
App Type TheraNest App
  • Attach files
  • Cindy Concannon
    Reply
    |
    Oct 20, 2023
    It would be good to hide tabs that don't apply to certain clients. for instance I have Adult intakes and Child intakes. I would hide the Adult intake tab for all of my child clients and visa versa. Too many tabs per client!
  • Guest
    Reply
    |
    Feb 12, 2019
    I use large number of custom forms and don't utilize the built in templates in TheraNest. It would simplify things if I could choose to show or hide tabs in individual/group cases.
  • Guest
    Reply
    |
    Oct 13, 2016
    I suggest that you have an option to hide the default forms that come with TheraNest. Our organization uses only custom forms, and the therapists find the presence of so many extra forms we do not use cumbersome and distracting.