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Hilary Spears

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14 results found

  1. Customize portal invite message for contacts in contact network

    13 votes

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    2 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Hilary Spears commented  · 

    Please update this to allow us to choose intake paperwork to be sent during initial portal invite. It is very clunky to use for parents who need to complete paperwork for a minor.

    Hilary Spears supported this idea  · 

  2. Select which individuals in contact network get intake forms (Family Accounts)

    53 votes

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    28 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
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    Hilary Spears commented  · 

    When giving parents access to their child's client portal through the client contact network, it would be very helpful to be able to select which intake forms to send them at the same time as that invitation....similar to inviting a client to the portal normally.

    Hilary Spears supported this idea  · 

  3. Assign tasks to other staff

    82 votes

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    25 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Hilary Spears supported this idea  · 

  4. Alerts for tasks that are due

    51 votes

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    17 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Hilary Spears supported this idea  · 

  5. Display client credit on clients list

    60 votes

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    23 comments  ·  TheraNest App » Clients & Groups  ·  Admin →

  6. Add referral source to Session Units report

    2 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
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    Hilary Spears commented  · 

    It would be helpful to be able to add referral source to the session units report. To my knowledge there isn't a current report that allows me to connect session units to the referral source.

    Hilary Spears supported this idea  · 

  7. Add referrer to clients list

    2 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Hilary Spears supported this idea  · 

  8. Add filters to Detailed Client report

    2 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    Hilary Spears supported this idea  · 

  9. Set when I receive reauthorization reminders

    8 votes

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    3 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Hilary Spears supported this idea  · 
    An error occurred while saving the comment
    Hilary Spears commented  · 

    It would be helpful if we could adjust the timeframe that the re-authorization reminders come through for client's whose authorization expires on a certain date. For example, 1 month out, 2 months out, 2 weeks out, etc.

  10. Expand features for handling child/minor clients (notes, contacts, intake etc.)

    197 votes

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    28 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Hilary Spears supported this idea  · 

  11. Filter calendar by room and display room availability

    197 votes

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    59 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Hilary Spears supported this idea  · 

  12. Add report that will pull information filled in from dynamic forms

    22 votes

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    2 comments  ·  TheraNest App » Reporting  ·  Admin →
    Hilary Spears supported this idea  · 

  13. Report on number of sessions

    139 votes

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    28 comments  ·  TheraNest App » Reporting  ·  Admin →
    Hilary Spears supported this idea  · 

  14. Enter clients as a couple or family

    857 votes

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    120 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Hilary Spears supported this idea  · 

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