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1. Default client's intake date field to date of first kept appointment

   67 votes

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   6 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Julia Kercher supported this idea  ·  Feb 24, 2021

2. Select Place of Service when Creating Appointment

   19 votes

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   8 comments  ·  TheraNest App » Calendar & Scheduling  ·  Delete…  ·  Admin →

3. 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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   Julia Kercher commented  ·  Jan 5, 2018  ·  Delete…

   I agree that the client portal is not user friendly. I added demographic and insurance information to my intake forms because so many clients were not completing it. Then I had to enter it manually, decreasing the value of having the client portal. Those who did complete it properly would complain about having to provide that information again in the forms. The whole system needs to be more clear in what clients are to do.

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