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Liz Soto

← Customer Feedback for TheraNest

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4 results found

  1. Display the day of the week in client Appointment History

    49 votes

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    6 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Liz Soto supported this idea  · 

  2. Print paid invoices and superbills from the client portal

    61 votes

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    27 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →

  3. Sort table when processing existing invoices

    16 votes

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    4 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Liz Soto commented  · 

    When I process existing invoices in batch invoicing, allow me to sort the results by date so I can view the invoices in ascending order.

  4. Customize portal invite message for contacts in contact network

    13 votes

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    2 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Liz Soto commented  · 

    Customizable invitation messages and form selections should apply in cases where only the contact of a client would have portal access. It should apply to the first person to access a client portal account regardless of if it's the client or a client's contact setting up and logging into a portal account for the first time.

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