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Gwen Ginski

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  1. Make demographic fields on client portal required

    111 votes

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    30 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
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    Gwen Ginski commented  · 

    I agree with Carrie’s suggestion to pull that tab out of the banner and add it to be accessible like the calendar. My clients are not finding this tab even with detailed instructions. I think it would make more sense if it were incorporated in the registration process. My clients are able to access everything else except the insurance despite my isntructions. I have added it myself on my intake forms but then this is an additional step I have to take and it takes additional time and sometimes it is forgotten in the business of the day. I would appreciate improvements in this area as my only real complaint with an otherwise awesome TheraNest!!

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