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Candace Fitzpatrick

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  1. Display client's first name and last name in separate columns on reports

    7 votes

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    3 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Candace Fitzpatrick commented  · 

    The "Clients Served" report pulls clients by their preferred Name and Last Name and also those names all in one Column. Would it be possible to change the report to run as legal FN, LN in two columns? Or, if that can't be done, even the preferred name and last name in 2 separate columns? It would be so much easier to sort and compare to other reports that way. For example, the two (active and all) "Demographic Info" reports pull clients by their "official" FN and LN in two columns.

  2. Allow for multiple intake dates

    38 votes

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    15 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Candace Fitzpatrick supported this idea  · 

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