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1. Expand features for handling child/minor clients (notes, contacts, intake etc.)

   197 votes

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   28 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Shicago Page supported this idea  ·  May 25, 2022
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   Shicago Page commented  ·  May 25, 2022  ·  Delete…

   When creating accounts for minors I have noticed that intake forms are automatically sent for them when the portal invite is sent for their parent (contact network person). I have different forms for minors that need to be sent. Also I have noticed that I can not revoke forms in a child account because they aren't active because of their age. This seems to have been an issue for years. Is there a timeline for when this stuff can be added for minors

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2. Don't send emails for revoked intake forms

   8 votes

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   1 comment  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Shicago Page supported this idea  ·  May 25, 2022