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Restoration Counseling of Atlanta Admin

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6 results found

  1. Create custom reports

    243 votes

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    45 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Restoration Counseling of Atlanta Admin commented  · 

    In the CLIENTS SERVED report, we need the first and last name in individual fields along with the EMAIL ADDRESS of the client so that we can send the annual required GOOD FAITH ESTIMATE. Being able to add customized fields to reports would also be helpful!

    Restoration Counseling of Atlanta Admin supported this idea  · 

  2. Send reminder to clients if intake documents have not been completed

    98 votes

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    20 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Restoration Counseling of Atlanta Admin supported this idea  · 

  3. Print paid invoices and superbills from the client portal

    60 votes

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    26 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    Restoration Counseling of Atlanta Admin supported this idea  · 

  4. Add credit card information in the portal that populates in TheraNest

    31 votes

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    15 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    Restoration Counseling of Atlanta Admin supported this idea  · 

  5. Save sorting selections in client list

    24 votes

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    2 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Restoration Counseling of Atlanta Admin supported this idea  · 

  6. Enter clients as a couple or family

    838 votes

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    119 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Restoration Counseling of Atlanta Admin supported this idea  · 

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