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Admin Role

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4 results found

  1. Accept ACH payments from clients

    164 votes

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    20 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Admin Role commented  · 

    Can we have an option of doing bank draft instead of credit card. We have spent close to $40,000 in credit card charges

    Admin Role supported this idea  · 

  2. Bring back "no end date" option when creating recurring appointments.

    43 votes

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    15 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Admin Role commented  · 

    PLEASE PLEASE PLEASE change the recurring appointments back to infinity. Client care is the upmost importance and sometimes we forget to put a number of sessions down and when the session number is up or the date is up, we miss that too and can double book clients.

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    Admin Role commented  · 

    please please please put the repeat appointments back the way it was. My counselors are accidentally double booking clients because they forget to put the number of sessions or end date and they also have no idea how many sessions or end date.

    Admin Role supported this idea  · 

  3. Client birthday reminders

    175 votes

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    26 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Admin Role supported this idea  · 
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    Admin Role commented  · 

    Can you have Theranest send a reminder if they are seeing the client on their birthday

  4. Add reason field for rescheduled appointments

    11 votes

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    5 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Admin Role commented  · 

    Can you please put a reason box (like you have for cancelations) next to rescheduling. It helps me to keep up with all 14 of my counselors on if it was the counselor that rescheduled or the client so we know if the clients are taking advantage of the time slot they have been given.

    Admin Role supported this idea  · 

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