Permissions

TheraNest users with Administrative or Organization Administrative rights will be able to organize the case tabs for their organization by following the steps below. 

Reorganize Tabs

  1. Search for any client in the search bar
  2. Click Notes next to the client's name
  3. You will be taken to the notes page but you will see all tabs and the last tab will be a pencil icon.
  4. Click on the pencil icon
  5. Click on the three lines next to the navigation time you wish to move. Drag and drop the tabs you want in the order you want.
  6. Click Save

Navigation items with the clipboard icon are custom forms created in TheraNest. 

Changing the order of tabs here will apply to all client and group cases in your organization.

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