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1. Make it easier to delete a client

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   1 comment  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Amy Vitacolonna supported this idea  ·  Feb 2, 2023
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   Amy Vitacolonna commented  ·  Feb 2, 2023  ·  Delete…

   I would like to delete clients due to the law of only requiring files for 5 years. However, it seems very cumbersome to delete. Is there an easier way? If not, can I please make a suggestion to allow deleting files easier. Deleting files decreases liability.

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2. Allow clients to upload files to the Client Portal

   180 votes

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   55 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Delete…  ·  Admin →