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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on May 20, 2021

Color-Coded Client Intake System for Efficient Paperwork Tracking

From Include therapist on Client Intake report: It would be helpful if a new clients name was in red signaling that their intake paperwork had not been completed and then when those are emailed back into the system, the name changes to white. That way you can quickly scan the calendar looking for names that pop out so you know they are not completed yet. It is time consuming to have to keep looking up each individual client and opening their details to get that info
App Type TheraNest App
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