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Megan Bolton

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3 results found

  1. View only data for archived clients

    21 votes

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    12 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Megan Bolton supported this idea  · 
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    Megan Bolton commented  · 

    It would be helpful to be able to access client notes and other profile information by clicking on an archived client's name without having to re-activate the client.

  2. Allow admins to have supervisors

    43 votes

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    10 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Megan Bolton commented  · 

    In our practice, we have multiple people who provide direct and indirect services. It would be helpful to allow someone to have administrative options to manage indirect issues like billing, scheduling, etc., but still have an option for their direct service notes to be sent to a supervisor. Currently, if someone's permissions are marked for administration, you cannot select that their notes require supervisory review.

    Megan Bolton supported this idea  · 

  3. Merge duplicate clients

    110 votes

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    8 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Megan Bolton supported this idea  · 

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