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Alexandra Phelps

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2 results found

  1. Share non-intake documents with clients on the client portal

    30 votes

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    6 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Alexandra Phelps commented  · 

    This would be so helpful! Would love to be able to upload a PDF that the client can then view and save on their client portal

    Alexandra Phelps supported this idea  · 

  2. Store default invoice footnote

    28 votes

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    9 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Alexandra Phelps commented  · 

    Would love to be able to create footnotes that automatically appear on a client's invoice every month. This would help to expedite billing drastically for us. Thank you!

    Alexandra Phelps supported this idea  · 

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