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1. Make demographic fields on client portal required

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   111 votes

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   30 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Delete…  ·  Admin →
   Anonymous supported this idea  ·  October 04, 2017
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   Anonymous commented  ·  January 24, 2017  ·  Delete…

   I'd like to suggest that clients be moved through a process (complete with a process bar/indicator) that stars with demographic info, billing/insurance, and then onto the intake forms. Most of them are completing their intake forms because there is a prompt to do so, but they completely ignore entering their demographic or insurance info and I'm having to email them with the log in link to go back and enter all the info. It should be a more streamlined process for our clients so they don't miss anything the first time.

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2. Show appointment statuses in synced calendars

   44 votes

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   7 comments  ·  TheraNest App » Calendar & Scheduling  ·  Delete…  ·  Admin →
   Anonymous supported this idea  ·  September 03, 2015