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Practice Management & Administration

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Add General and Clinical Document actions to Activity Log

Add all user actions related to General and Clinical Documents to the Activity Log
Heather Scheffler 3 days ago in Practice Management & Administration 0 Future consideration

Add profile photos for clients

Allow me to upload a profile photo for a client.
Sarah Maiolo about 2 months ago in Practice Management & Administration 1 Future consideration

Add Location filter to Payroll by Rendering Provider Report

Add a new Location filter to the Payroll by Rendering Provider Report. which would enable payroll to be better managed and divided out per location for each provider.
Kimberly Tims 7 days ago in Practice Management & Administration / Reporting 0 Future consideration
113 VOTE

Assign tasks to other staff

Allow me to create a task and assign it to another staff member.
Guest almost 3 years ago in Practice Management & Administration 26 Future consideration
271 VOTE

Fax documents from TheraNest

Allow me to fax documents from TheraNest.
Guest over 8 years ago in Practice Management & Administration 26 Future consideration
232 VOTE

More granular permission levels

Have TheraNest modify the permissions levels to be more granular so we can select specific functions the individual can perform rather than multiple functions activated under a single role.
Guest about 9 years ago in Practice Management & Administration 61 Future consideration
190 VOTE

Implement an hourly or flat rate for staff payroll

Instead of percentage, is it possible to set up a set pay rate for the staff. For example, I pay my therapist $30-40 hrly regardless of the insurance so each client they see is the same pay rate.
Guest about 9 years ago in Practice Management & Administration 48 Future consideration

Add date/timestamp and staff member name to scheduled appointment

When scheduling a new client, group, or non-client appointment, the scheduling staff member's full name and the date/timestamp when the appointment was scheduled will be displayed in a read only format. This will enable all staff members to determ...
Steven Clemons, Jr. 3 months ago in Calendar & Scheduling / Practice Management & Administration 0 Future consideration

Archive intake forms

Allow me to archive intake forms so they no longer show up in our list.
Guest about 3 years ago in Practice Management & Administration 14 Future consideration
124 VOTE

Allow staff without billing permissions to view and collect copays

Allow me to give a staff member the ability to view and collect client copays and balances without giving them full access to Billing.
Guest about 7 years ago in Practice Management & Administration 21 Future consideration