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Derek Pendergast

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  1. Enter clients as a couple or family

    857 votes

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    120 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Derek Pendergast commented  · 

    As an organization that works primarily in couples/marriage counseling it can be a bit unhelpful that we have to put our clients in separately to send them paperwork or information via the client portal (it just doubles the effort when it could make it more simply to put everything in one place). Also, since you do not have an unlimited amount of clients as a payment option we are constantly having to juggle archiving clients because we do not have the space for everyone we see to be put in individual. The long and short of my idea is, making a feature that allows couples to be included within the same file and allowing them both be primary clients in a single client file.

    Derek Pendergast supported this idea  · 

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