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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on Jul 28, 2022

Filter manage clients list in client portal settings

When managing the list of clients under the client portal settings in the Organization tab, allow me to filter the list so I can see everyone who doesn't have an invite or anyone who has sent forms that haven't been completed.
App Type TheraNest App
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  • Guest
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    Jul 28, 2022
    It would be helpful if one of the ways to organize clients in the clients list was by who has or has not created their client portal yet. Like if someone has a pending invitation. Even better would be if we could sort by who has pending paperwork!