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Kim Cross

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  1. Enter clients as a couple or family

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    120 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Kim Cross commented  · 

    90% of my clients are parent and child/ren and one of the reasons I picked this program over others was it said the program could set up family groups. I thought this meant just as other client portals and programs do it would populate address, insurance and other information for a family instead of me having to enter this same information for each member. Also in the client portal, a child/ren's acct could be connected the the parent's client portal acct so the parent could pay on each members acct, make appts get mail, etc. without having to get multiple email addresses and go into multiple accts to get information on each child. Several of the portals I use for my prescriptions and medical providers have this feature so I know it can be done. If it takes TheraNest 3 years to respond to a request then likely this feature will never be added and I need to start looking for another program.

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