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4 results found

1. Keep appointments in "Upcoming" until end of session

   56 votes

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   27 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Delete…  ·  Admin →
   Tamara Lanmon supported this idea  ·  June 04, 2020

2. Add ability to reactivate inactive insurance

   72 votes

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   23 comments  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
   Tamara Lanmon supported this idea  ·  April 20, 2020

3. Add profile photos for clients and staff

   138 votes

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   22 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Tamara Lanmon supported this idea  ·  May 24, 2019

4. Have fields on intake forms copy to fields in TheraNest

   63 votes

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   15 comments  ·  TheraNest Client Portal » Intake Forms  ·  Delete…  ·  Admin →
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   Tamara Lanmon commented  ·  May 14, 2019  ·  Delete…

   The custom forms that are sent to the client through the client portal do not automatically populate into the clients file. They are saved as a PDF in the general documents tab. It would be more convenient if that information is automatically filled out in the relevant custom form in TheraNest rather than be saved as a PDF.

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   Tamara Lanmon supported this idea  ·  May 14, 2019