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Bob Mehaffey

← Customer Feedback for TheraNest

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3 results found

  1. Create and send dynamic forms to clients that aren't intake

    14 votes

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    3 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Bob Mehaffey supported this idea  · 

  2. Enter clients as a couple or family

    838 votes

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    119 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Bob Mehaffey commented  · 

    Something definitely needs to be changed about this. Last week we had a therapist who has been working with a couple and now is switching into family therapy. The couple is listed as a "family" group and the only way to make a new group case is to have it listed as "group," which is basically saying that the family is a group therapy. This is mislabeled and not accurate, especially when it comes to billing. At least we need a way to add "couple" to the group options even if they still have to be entered as separate clients.

    Bob Mehaffey supported this idea  · 

  3. Send alert when clients enter or update information in Client Portal

    40 votes

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    5 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
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    Bob Mehaffey commented  · 

    Our office assistant is emailed when a new client submits paperwork through our client portal. Is there a way for me to also get an email notification of this?

    Bob Mehaffey supported this idea  · 

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