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Susan Deikman

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7 results found

  1. Create custom reports

    251 votes

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    47 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Susan Deikman commented  · 

    Reports need to have separate fields for first and last name of client and of staff. Reports need to have data in individual fields. The Detailed Attendance report puts more than one set of data in each column. It is impossible to use this report in a database. All data must be in it's own column and we need to be able to select which data to report

  2. More granular permission levels

    225 votes

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    61 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Susan Deikman commented  · 

    Billing permissions need to be separate from Admin permissions. I do not want my administrators having access to billing and invoicing.

    Susan Deikman supported this idea  · 

  3. Allow admin permissions without billing permissions

    7 votes

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    3 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Susan Deikman commented  · 

    Please change the permissions so that Billing is separate and Admin permission can be given to someone without Billing. I have Admins that need to be able to add clients and staff but the must not have access to Billing.

    Susan Deikman supported this idea  · 

  4. Redo Staff Page for Alphabetically

    2 votes

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    0 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Susan Deikman supported this idea  · 

  5. Add a place for staff notes in the client's chart

    10 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Susan Deikman supported this idea  · 

  6. Automatically sort staff names alphabetically in calendar staff filter

    5 votes

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    2 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Susan Deikman supported this idea  · 

  7. Add custom appointment status options

    38 votes

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    13 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Susan Deikman supported this idea  · 

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