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1. Identify client session frequency under customized grid on client list.

   1 vote

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   0 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Caitlin Lowry shared this idea  ·  Feb 4, 2021

2. Formatting options for dynamic forms

   641 votes

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   101 comments  ·  TheraNest App » Notes & Cases  ·  Delete…  ·  Admin →
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   Caitlin Lowry commented  ·  Feb 4, 2021  ·  Delete…

   It would be great if we could import a PDF into the custom forms and then populate fields for signatures and entries. I'm paying for an annual subscription to Docusign on top of Theranest as I cannot use my custom intake and consent forms (they are specially designed for my niche) and I feel like I am wasting money because of the limitations within Theranest for customizing forms.

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3. Automatically generate a progress note for kept appointments.

   5 votes

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   0 comments  ·  TheraNest App » Notes & Cases  ·  Delete…  ·  Admin →
   Caitlin Lowry shared this idea  ·  Feb 4, 2021