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Lacey Yee

← Customer Feedback for TheraNest

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10 results found

  1. Add tag or status to prospective clients

    6 votes

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    2 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Lacey Yee supported this idea  · 

  2. Notify staff when they have been assigned a new client

    18 votes

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    9 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
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    Lacey Yee commented  · 

    Add a feature to prospective client to alert staff when they have been assigned a prospective client so they know to follow up.

    Lacey Yee supported this idea  · 

  3. Document communication in prospective clients list

    15 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Lacey Yee supported this idea  · 

  4. Customize grid for prospective clients list

    13 votes

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    5 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Lacey Yee supported this idea  · 

  5. Archive clients on prospective clients list

    23 votes

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    3 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Lacey Yee supported this idea  · 

  6. Add DOB to prospective clients list

    7 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
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  7. Add referral source to prospective clients list

    7 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Lacey Yee supported this idea  · 

  8. Add insurance to prospective clients list

    19 votes

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    0 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Lacey Yee supported this idea  · 

  9. Add lab integration

    12 votes

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    3 comments  ·  TheraNest App » E-Prescribe  ·  Admin →
    Lacey Yee supported this idea  · 
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    Lacey Yee commented  · 

    It would be great to be able to send labs orders through Theranest as well!

  10. Create a way to merge duplicate clients

    110 votes

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    8 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Lacey Yee commented  · 

    Yes, please do this!

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