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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on Feb 22, 2023

Copy client information from the left navigation menu

Allow me to copy the client's information (DOB, ID, etc.) from the left navigation menu because I could do this previously with the old navigation.
App Type TheraNest App
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  • Guest
    Reply
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    Mar 6, 2023
    I agree. Being able to copy and paste the client's name and BD saved times and errors. Please keep the left, vertical navigation bar from collapsing when trying to highlight (so you can then copy) the client's name or birthday.
  • Guest
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    Feb 24, 2023
    I agree. I can no longer easily copy the Client ID (which is something I use when contacting TheraNest support) nor can I copy the Client birthdate and name (which is something I use almost every day when verifying insurances). I also ran into a situation where I was looking at the client detail page and wanted to quickly go to the calendar. I could not right click on Scheduling to open in a new tab. The updates to the left navigation menu have caused a lot of problems for my daily workflow.
  • Guest
    Reply
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    Feb 17, 2023
    The new changes are awful. Not sure what it was suppose to improve, but it is cumbersome.