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Veronica Johnson

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2 results found

  1. Make demographic fields on client portal required

    111 votes

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    30 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
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    Veronica Johnson commented  · 

    Allow organizations to make certain demographic data fields mandatory when a client is setting up their portal account.

    Veronica Johnson supported this idea  · 

  2. Add or remove archived clients in reports

    68 votes

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    14 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Veronica Johnson commented  · 

    After 7 years, we can delete client files. To do this, we'd like to have the ability to see archived clients in the Detailed Client report. With this ability we'd be able to sort by Last Appointment Date and delete the client file.

    Veronica Johnson supported this idea  · 

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