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AdminCassie Medbery (Customer Care Specialist, theranest)

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  1. 2 votes

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    AdminCassie Medbery (Customer Care Specialist, theranest) shared this idea  · 
  2. 128 votes

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    Allow the option to customize IA

    AdminCassie Medbery (Customer Care Specialist, theranest) supported this idea  · 
  3. 8 votes

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    AdminCassie Medbery (Customer Care Specialist, theranest) commented  · 

    As an administrator, allow me to enable or disable a setting that would prevent telehealth sessions from starting early.

  4. 60 votes

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    AdminCassie Medbery (Customer Care Specialist, theranest) supported this idea  · 
  5. 18 votes

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    Please add two columns to our Clients Intake Report. It would be helpful to see if paperwork has been completed and if an appointment has been scheduled in that report.

  6. 68 votes

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    Allow the option to filter out archived clients on the invoice aging reports

  7. 20 votes

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    AdminCassie Medbery (Customer Care Specialist, theranest) commented  · 

    instead of masking the next/last appointments for archived clients in the client list set to "all", please show them; the archived status shows on the client name, so why not reveal this data?

    You do reveal the assigned staff and phone number data for archived clients in the list. Please also reveal the date of birth as well as kept/next appointments...even though archived clients don't usually have next appointments unless they are set several months out (which does happen for clients who are on a maintenance schedule). Clinicians are very busy since COVID, and anything you can do to help our efficiency (such as revealing this data for archived clients in the list) would be very much appreciated. We are trying to help make your software better by these suggestions.

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