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Sort client list by first name

Allow me to sort the client list by their first name.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Preview client portal invitation email

Allow me to preview the client portal email invitation with the placeholders filled in before sending the invitation.
Guest over 4 years ago in Clients & Groups 1 Future consideration

Show zero dollar amounts on statements

Allow me to include zero dollar amounts/paid invoices on statements so the client can see all invoices within a date range in the statement.
Sara McClure over 2 years ago in Billing & Payments 0 Future consideration

Link invoice to payment link/portal

When sending a one-time payment link, allow the client to view the invoice that's associated. Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.
Guest 11 months ago in Billing & Payments 0 Future consideration

Add "Start Time" and "End Time" labels to printed progress notes

Add labels to the time that is displayed on the printed progress note, such as "Start Time" and "End Time" so that it's clearer to payers.
Guest over 3 years ago in Notes & Cases 1 Future consideration

Recognize Client Payment has Already been received when using "Process Payment Adjustment"

It would be nice if the "Process Payment Adjustment" option would recognize that a client payment has already been received and not try to automatically shift the copay amount to the client specified by the PR-3 adjustment.
Guest almost 2 years ago in Billing & Payments 0 Future consideration

Add the Stanley Brown Safety Plan as an intake form

Add the Stanley Brown Safety Plan as an intake form so I don't have to create it in TheraNest.
Guest almost 2 years ago in Practice Management & Administration 1 Future consideration

Edit or revoke text after sending

When I send a text message to a client, allow me the option to edit or revoke it before it gets sent to the client.
Guest almost 2 years ago in Clients & Groups 0 Future consideration

Toggle between client initials and full name on calendar

Allow me to quickly go back and forth from seeing the client's initials on the calendar to seeing their full name. I change it to initials when clients come in, but then want to see the full names when I check my schedule in between sessions.
Guest over 3 years ago in Calendar & Scheduling 6 Future consideration

Recover deleted files

Allow me to recover a deleted file from a client's General or Clinical Documents for a period of time in case something was deleted in error.
Guest almost 2 years ago in Clients & Groups 1 Future consideration