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1. Don't allow me to invoice upcoming appointments

   8 votes

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   1 comment  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
   Robin Stone shared this idea  ·  Apr 12, 2021

2. Remove demographic fields in TheraNest & Client Portal

   93 votes

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   22 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Robin Stone supported this idea  ·  Jan 19, 2021

3. Make demographic fields on client portal required

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   112 votes

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   30 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Delete…  ·  Admin →
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   Robin Stone commented  ·  Jan 19, 2021  ·  Delete…

   I strongly recommend that clients be prevented from moving forward in completing intake documents until they first complete demographic information. I've had a few clients submit their intake paperwork without completing any demographics. In the interest of time, I took that information over the phone.

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   Robin Stone supported this idea  ·  Jan 19, 2021