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Cheryl Shulter

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  1. 68 votes

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    Cheryl Shulter commented  · 

    The "Profile" and "Demographic" tabs in the client portal provide really minimal information. Client's cant indicate what is the best time to call them or if they don't want us to leave messages, etc. That means we need to create a separate form to ask those questions, and then transfer the information from the form we created to the fields that are in TheraNest. It seems there should be a way to let the client answer all fields that are related to the client's preference.

    So many fields could be answered by the client:
    May we leave a voice mail?
    Do you want to receive text reminders?
    Whom may we thank for referring you?
    Who is your employer (or school)

    It would also be really helpful to be able to list more than one phone number and more than one emergency contact. That's something that's being done just about everywhere, to list at least two emergency contacts. Children have two parents. Adults tend to list their spouse and an adult child, or their spouse and a parent if their parents are still living. The idea that in this day and age every person has only one emergency contact unlikely.

  2. 43 votes

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    Cheryl Shulter commented  · 

    It would be nice to have a staff member "preferred name" as well. All my clients know me as Cherie, but they get appointment reminders for appoinments with Cheryl. Worse yet, my colleague Hope Bell's legal name is Chastity H. Bell.... her clients would get reminders for "Chastity" and might think it's en error. Since this happens fairly frequently, it would be helpful to have the same option for staff to designate a name they go by. Please consider this. Thank you!!

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  3. 53 votes

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    Cheryl Shulter commented  · 

    This is a very important idea that hopefully can be implemented right away!! Some practices may need to send more than one reminder.

    Using my practice as an example, we charge a client if they cancel with less than 24 hours notice--the same as if they no-showed.

    But we like to send out our text message reminders the same day as the appointment. Ideally, we'd like to send an email 2 days before so that they have a chance to cancel if they'd like, and then send a follow-up reminder the day of so that they are definitely sure of the appointment time, and the second reminder would be by text message. The way the program is currently set up, both the email reminder and the text message reminder will go out at the same time.

    If the reminder times could be set individually under each type of reminder, that would be far more helpful.

    Also, this suggestion has been made at least two or three times, but the wording is slightly different, so it would be helpful to combine them. This one has 10 votes, another has 2 votes, and another has 4 votes. If you combined them all, it could be more clearly seen that there are a lot of people interested in this as an option.

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  4. 173 votes

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    Cheryl Shulter commented  · 

    YES!!!

    Cheryl Shulter supported this idea  · 
  5. 17 votes

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    Cheryl Shulter commented  · 

    Yes, please!! This is so important. If a staff member or therapists forgets to choose a room, there's a possibility of double booking. Sure, it's that individual person's "fault" but that doesn't help the client who gets bumped to feel any better. Since clients come first, this is critically important!

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  6. 136 votes

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    Cheryl Shulter commented  · 

    This is really important. Dim them, or change them to a different color or something. Otherwise, since they are the same color, staff sees them as still present and may not schedule them!!

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  7. 18 votes

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  8. 64 votes

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  9. 101 votes

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    Cheryl Shulter commented  · 

    It would be nice to be able to add a "day off" to all calendars simultaneously by marking a particular day as a holiday observed by the practice. Individual therapists could override that if they wanted to work on those days.

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  10. 61 votes

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  11. 179 votes

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  12. 229 votes

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  13. 376 votes

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  14. 194 votes

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    Cheryl Shulter commented  · 

    There is another service out there that lacks several of the features that Theranest has, but one thing it DOES have is a check box that says "Client is a minor" that is very early in the "add client" process so that if this box is checked, it's not asking for employer, and it IS asking for parent/guardian information. Although after using that program for a few days I abandoned it in favor of TheraNest, I really miss that feature.

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  15. 754 votes

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    Cheryl Shulter commented  · 

    Before we signed up for Theranest, we were using Microsoft Outlook. I had on-site appointments in blue, off site appointments in green and when I'm off site for non-work, like when I have to leave early, it was yellow. Now that everything is all the same color, it's throwing my staff off. I'm sure we'll all get used to it eventually, but it's quite an adjustment. Making this customizable by category or by CPT code would really help.

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