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Nora Sinclair

← Customer Feedback for TheraNest

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4 results found

  1. Add ability to create progress notes and view linked notes from client Appointments list

    102 votes

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    29 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Nora Sinclair commented  · 

    It would be nice if on a client's appointment page I could see if I've written a note. I do use the missing notes report, but to have it in the client record would be handy.

    Also, adding if an invoice had been generated would be helpful too.

    Nora Sinclair supported this idea  · 

  2. Refund or negative payment options

    247 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →

  3. Allow archived client's to access client portal

    11 votes

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    5 comments  ·  TheraNest Client Portal » Client Account Management  ·  Admin →
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    Nora Sinclair commented  · 

    I could not access a similar suggestion to comment so I'm adding my comment as a new suggestion.

    Please allow archived clients to access their client portal accounts.
    1. Clients leave counseling but late may want to contact us about coming back and may choose to use the portal since it's more secure.
    2. Clients who have terminated may need to access their portal to obtain past invoices.

    Nora Sinclair supported this idea  · 

  4. Auto-format fields (dates, State, phone number etc.)

    49 votes

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    21 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Nora Sinclair commented  · 

    I AGREE! A drop down menu of available state abbreviations would save so much time. Clients use 2 character state names everywhere but spell it out in the insurance section.

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