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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Feb 1, 2022

Add DOB to prospective clients list

When adding a prospective client allow me to input their birthdate.
App Type TheraNest App
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  • Guest
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    Feb 1, 2022
    Tp fully utilize the prospective client feature, we would like for it to have fields for demographics (name, address, DOB) Insurance info AND the ability to send intake forms, to be automatically notified when forms are complete and for these fields to populate then the prospective client is activated.