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1. Make demographic fields on client portal required

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   112 votes

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   30 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Delete…  ·  Admin →
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   Eric commented  ·  Jul 15, 2018  ·  Delete…

   The system is currently set up so after a new client signs onto the Portal, he/she is required to complete the Demographic Form. However, there should be an setting option so that any required intake forms are mandatory and automatically follow completion of the Demographic form. Many client complete the Demo form, and forget or don't see the message to complete the Intake Forms.

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   Eric supported this idea  ·  Jul 15, 2018

2. Allow group notes to be entered for all clients at one time

   152 votes

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   16 comments  ·  TheraNest App » Notes & Cases  ·  Delete…  ·  Admin →
   Eric supported this idea  ·  Nov 11, 2017

3. Enter clients as a couple or family

   857 votes

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   120 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Eric supported this idea  ·  Oct 26, 2017