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861 VOTE

To-do task checklist & reminder feature

I have used another practice management program that had a feature that had a "to do list" feature that reminded you of anything missing from all client files. So for example, the to do list might itemize missing progress notes, missing demographi...
Guest about 7 years ago in Practice Management & Administration 137 Completed
801 VOTE

Customize existing clinical note templates

Allow me to customize the existing clinical note templates (i.e. progress notes, treatment plan, initial assessment, discharge summary) so that I can add and remove fields that are relevant to my practice and meet my payer requirements.
Guest almost 11 years ago in Notes & Cases 196 Completed
483 VOTE

Add client portal messages to contact log

When I get a message through the Client Portal secure messaging, allow me to add it to the contact log so I can keep a record of all communication in one place.
Guest over 7 years ago in Messaging & Notifications 66 Completed
358 VOTE

Add ability to flag clients

Add ability to manually flag clients in our system and show flag throughout TheraNest.
Guest over 5 years ago in Clients & Groups 106 Completed
537 VOTE

Pre-intake waiting list for prospective clients

Waiting list feature where client info can be entered and clients are listed in order received with counselor preferences and contact information.
Guest almost 10 years ago in Clients & Groups 54 Completed
548 VOTE

Client authorization tracking by date and remaining sessions

Often we are given an authorization for a certain number of units and/or sessions and need to track how many units/sessions we have left to alert us to send in an authorization request. Allow me to set this up so that TheraNest can alert me when w...
Guest over 10 years ago in Billing & Payments 87 Completed
324 VOTE

Family account for Client Portal

Allow an individual to access multiple accounts under one client portal. I work with families and the parent should be able to access statements and appointment information for all members of their household by logging into one client portal account.
Guest over 7 years ago in Client Account Management 205 Completed
278 VOTE

Set staff availability based on days/time, services and locations

Allow me more flexibility in creating my availability. Allow me to set different availability for future dates, or based on services or locations.
Guest almost 7 years ago in Calendar & Scheduling 104 Completed
263 VOTE

Add ability to apply write-offs to invoices when processing ERA payments

In the same workflow of processing and applying an ERA payment, add the ability to write-off any remaining insurance balance due and have it reflected in the client's ledger.
Guest almost 7 years ago in Billing & Payments 34 Completed
253 VOTE

Add more control of editing and sending calendar/scheduling alert emails sent to clients and groups

I have a very tightly booked schedule and sometimes make mistakes and have to fix something, particularly while making future appointments. I feel this should happen behind the scene until things are right. However, people who are subscribed the p...
Guest over 6 years ago in Messaging & Notifications 91 Completed