Redeemer Counseling Jolene Halzen
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63 votes
An error occurred while saving the comment Redeemer Counseling Jolene Halzen supported this idea ·
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3 votes
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225 votes
An error occurred while saving the comment Redeemer Counseling Jolene Halzen commented
In our larger group practice, subscribed at 1500 clients with 60 staff, we need to block some of our admin staff from accessing progress notes. We would like to see a permissions button to block the progress notes from an admin staff. Admin could still see, open and close case files that exist, creating cases, etc. Ideally, they would be able to see all case files, open cases but be blocked if they were to attempt to open up the progress notes or group notes. Something like a pop-up warning that says "Please see Organization account or Admin for permission to access this page" or something.
Redeemer Counseling Jolene Halzen supported this idea ·
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44 votes
Redeemer Counseling Jolene Halzen supported this idea ·
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110 votes
An error occurred while saving the comment Redeemer Counseling Jolene Halzen commented
There's a second ticket about this same thing.
Add ability to merge duplicate cases
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· 51 voters · 6 comments · open in new window →
If a second case has been opened for a client it would be nice to be able to merge it with the old case.Redeemer Counseling Jolene Halzen supported this idea ·
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64 votes
Redeemer Counseling Jolene Halzen supported this idea ·
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16 votes
Redeemer Counseling Jolene Halzen supported this idea ·
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11 votes
"when the client fills out the form have those same fields update in TheraNest so I don't have to copy the information over" AND I would love if we could make some of that data/ those fields required will then helps fill in everyone on Client Details, allowing for more complete data when pulling reports.