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Hannah James

← Customer Feedback for TheraNest

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5 results found

  1. Expand features for handling child/minor clients (notes, contacts, intake etc.)

    197 votes

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    28 comments  ·  TheraNest App » Clients & Groups  ·  Admin →

  2. Partial refunds of credit card transactions

    274 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Hannah James supported this idea  · 

  3. Select which individuals in contact network get intake forms (Family Accounts)

    53 votes

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    28 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Hannah James supported this idea  · 
    An error occurred while saving the comment
    Hannah James commented  · 

    I agree with Samantha Frias below - we need to be able to select which forms go out rather than ALL of the forms to go out automatically.

    An error occurred while saving the comment
    Hannah James commented  · 

    When you add someone to the contact network, it automatically sends out ALL paperwork we have rather than just what is needed for the client. Can we have NO paperwork go out until selected in the gen docs?

  4. Allow clients to upload files to the Client Portal

    206 votes

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    61 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    Hannah James supported this idea  · 

  5. Add a feature to track invoices and client statements by number

    37 votes

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    3 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Hannah James supported this idea  · 

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