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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Jan 18, 2022

Add archived client to prospective clients list

Instead of unarchiving a client and making them active, allow me to add them to the prospective clients list.
App Type TheraNest App
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  • Guest
    Reply
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    Oct 13, 2022
    This would be an important feature. Many times old patients come back and I need to put them on the prospective list so I don't forget about them.
  • Guest
    Reply
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    May 11, 2022
    or even active clients to prospective list. I've accidently activated prospective clients and want to put them back on the prospect list.
  • Guest
    Reply
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    Jan 17, 2022
    Ability to change from archived client to prospective client (ex: Reopen/restart who need to complete new evaluation prior to scheduling)