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TheraNest App

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Display summary of dynamic client/case form

If I create a dynamic client form or case form that's used multiple times, allow a summary to be displayed of the form in the grid rather than just the date and time, so I don't have to open each one to find the one I need.
Guest almost 2 years ago in Notes & Cases 1 Future consideration

Delete appointments if staff member removed from group

If I remove a staff member from a group, delete all of their upcoming appointments on their calendar for that group.
Guest almost 2 years ago in Calendar & Scheduling 0 Future consideration

View 3-4 days on the calendar

Allow me to adjust the calendar so I can view 3-4 days at a time. I want to view more than one day but less than a week so I can see the appointments better.
Guest almost 2 years ago in Calendar & Scheduling 1 Future consideration

Make client details less visually overwhelming

Make the client details page less visually overwhelming. There's a lot of information spread out with links, buttons, and tabs.
Guest almost 2 years ago in Clients & Groups 1 Future consideration

Add payment note to receipt

When I apply a payment to a client's ledger, have the payment note show on the receipt.
Guest 11 months ago in Billing & Payments 1 Future consideration

Increase visibility of scroll bar in new navigation

The scroll bar in the left-hand navigation is small and blends in with the page making it hard to use.
Guest almost 2 years ago in Practice Management & Administration 1 Future consideration

Sync with Quickbooks

Allow me to sync my TheraNest account with Quickbooks.
Guest over 5 years ago in Practice Management & Administration 2 Future consideration

Save created dynamic form elements

When I create a question or text in a form using a dynamic form element, allow me to save just that created element so I can use it in other forms without having to recreate it.
Guest almost 2 years ago in Clients & Groups / Dynamic Forms 1 Future consideration

Add default service type column to Client List

Add a column for clients' assigned service types and allow sorting and searching in the column.
Guest over 4 years ago in Clients & Groups 0 Future consideration

Input units for service types on progress notes

When I'm completing a progress note, allow me to input the number of units for each CPT code I'm using rather than having TheraNest calculate this automatically when I set up the service type.
Guest almost 3 years ago in Practice Management & Administration 1 Future consideration