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Merri Noel

← Customer Feedback for TheraNest

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10 results found

  1. Show created date when viewing initial assessment

    3 votes

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    1 comment  ·  TheraNest App » Notes & Cases  ·  Admin →
    Merri Noel supported this idea  · 

  2. Customize initial assessment template

    128 votes

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    31 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Merri Noel supported this idea  · 

  3. Customize treatment plan templates

    140 votes

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    30 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Merri Noel supported this idea  · 

  4. Default client's intake date field to date of first kept appointment

    66 votes

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    6 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Merri Noel supported this idea  · 

  5. Include Insurance company phone number on Insurance tab

    55 votes

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    2 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Merri Noel supported this idea  · 

  6. Add custom fields to client details page

    68 votes

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    9 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Merri Noel supported this idea  · 

  7. Merge duplicate clients

    110 votes

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    8 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Merri Noel supported this idea  · 

  8. Automatically assign staff from client when new case is created

    4 votes

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    1 comment  ·  TheraNest App » Notes & Cases  ·  Admin →
    Merri Noel supported this idea  · 
    An error occurred while saving the comment
    Merri Noel commented  · 

    When new Client Cases or Group Cases are created, we need the ability to automatically assign staff to the Case instead of having to manually assign every staff member to every Client and Group Case that gets created.
    Without this feature we are ending up with duplicate Clients, Cases, and are spending a lot of valuable time assigning staff to Cases, and/or trying to delete duplicate records.

  9. Assign staff to case when appointment is scheduled

    5 votes

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    0 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Merri Noel supported this idea  · 

  10. Add organization email to intake forms

    14 votes

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    3 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →

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