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Matt Smith

← Customer Feedback for TheraNest

My feedback

2 results found

  1. Apply batch write-offs to remaining balances due across different client ledgers

    137 votes

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    17 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Matt Smith supported this idea  · 

  2. Make demographic fields on client portal required

    111 votes

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    30 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
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    Matt Smith commented  · 

    Hello!

    Noticing this stuff is a product of my wife being a local User Experience design guru, so forgive me.

    I recently spoke with Jeanne, Katie Dougherty, then Amber about this.
    In short: please upgrade clients' signup/data entry process to be slightly more "on rails."

    The attached image shows what I and thousands of other therapists need to explain to clients entering data.

    After they enter the absolute basic data, they fail to notice the tab atop the interface asking for Insurance ... and only because the green "Save" button appears like the next step more than completing as much as they can.

    Please simply consider swapping the "Save" button for a "Next" button that takes them to the next data entry page.
    That would save thousands of therapists thousands of thousands of hours.

    Thank you!!!

    Matt Smith supported this idea  · 

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