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Rocio Woody

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3 results found

  1. Edit existing referral sources

    21 votes

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    5 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Rocio Woody commented  · 

    Please, let us know when will you improve on the referral directory. It is impossible to search, edit or work with it in its current version. I have requested this since 2018 when I signed my 2 companies with TN. Thank you

    Rocio Woody supported this idea  · 

  2. Referral Management System

    26 votes

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    8 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Rocio Woody supported this idea  · 

  3. Add referrer to clients list

    2 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Rocio Woody commented  · 

    We need to have a list of referral sources that can be modified and not only ARCHIVED. There is no option to open the CONTACT CARD for a referral source and add a title, agency/firm, phone and email address. It is NOT AT ALL helpful in its current version.

    Rocio Woody supported this idea  · 

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