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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Feb 9, 2022

Indicate if client wants to receive voicemails

Under a client's contact information, allow me to indicate if a client wants to receive voicemails so if I call them I can reference this information without having to remember.
App Type TheraNest App
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  • Guest
    Reply
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    Feb 8, 2022
    In the check boxes following client contact info on the details page - have a place to mark if a client does not authorize us to leave a voice mail.
  • Guest
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    Aug 3, 2019
    This is an area that I believe would be helpful as well. I have to verify this in their paper file since TheraNest does not have a way for me to store this data.
  • Guest
    Reply
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    Feb 13, 2019
    I think it would be helpful to add another option in client demographics tab under the phone numbers. There are a few options to check currently but our agency specifically notes if a client does not want us to leave a voicemail. There is not current spot to denote this important information.