TheraNest Ideas Portal
ADD A NEW IDEA

All ideas

Showing 6

Ability to manually mark a claim as submitted

There are times when you have to print off a claim and fax/mail it to the insurance company rather than submit it electronically. There is currently no way to track this in Theranest. It would be nice to be able to manually mark a claim as submitt...
Guest over 7 years ago in Billing & Payments 20 Started

Separate client and insurance balance due on client details page

Show whether the credit is a client credit or an insurance credit rather than lumping them together.
Guest about 4 years ago in Billing & Payments 0 Started

Cancel multiple appointments at once

If a therapist is going to be out for a week or if our office is going to be closed, allow me to cancel more than one appointment at a time because it would be easier than going through them individually.
Guest over 3 years ago in Calendar & Scheduling 5 Started

Edit/delete multiple appointments

Allow me to edit or delete multiple appointments for the same client at one time or delete multiple appointments across different clients.
Guest over 6 years ago in Calendar & Scheduling 7 Started

Bulk edit appointment location regardless of room

When using the Bulk Edit Appointments feature, you have to go room by room for the location. Allow me to ignore the room or select multiple rooms. We are changing office locations and I just need to move all the appointments from one location to a...
Guest over 1 year ago in Calendar & Scheduling 1 Started

Add multiple staff members to existing appointments

Allow me to add more staff members to an existing appointment instead of having to delete the appointment and create a new one.
Guest about 8 years ago in Calendar & Scheduling 0 Started