Allow me to run a report that shows all appointments that haven't been invoiced. Right now I can only do this for each client individually, which is tedious.
Guest
over 10 years ago
in Reporting
4
Already exists
When I'm viewing the calendar or agenda, have TheraNest remember the filters I used so that if I navigate somewhere else and come back I don't have to reapply those filters again.
Include total amount for processing fees in Credit Card Charges report
For tax purposes It would be nice to have a total for the amount of fees charged. This way at the end of the year, the total amount is there and we don't have to go back and manually calculate each fee. Just out a total credit card processing fee ...
Guest
over 8 years ago
in Reporting
5
Already exists
In a recent update, you took away the ability to add one email address to multiple clients. At my practice, this is a crucial function as one provider may see a parent and another provider, their child, but both are listed under the same email. Wi...
Gabrielle Cecere
3 months ago
in Clients & Groups
0
Already exists
Issue: I work at a practice where I only see children. I have multiple families where I see sets of siblings. Theranest does not allow clinicians to use the same (parent) email for multiple children. It will not allow me to add a parent to the con...
Alway the same email to be used on multiple Client portals
It would be extremely helpful to allow the same email address to be used on multiple client portals. This would eliminate a lot of issues we have been having. Thanks!
add mild, moderate, significant, regressed, no change to the progress note
I received agency status from private practice. My audit went well using Theranest but I will need to put the status of the client on each note. That was something that I had to show that I could do before passing me to the next phase. I can write...
Guest
over 7 years ago
in Notes & Cases
0
Already exists
5
Already exists
0
Already exists
