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Case Note Summary

The Case Notes do not show the name of the template/form used under the "Note detail" it only shows progress notes. How would I know which template was used if it doesn't show under the note detail? Please add feature to list what template was us...
Guest almost 4 years ago in Notes & Cases 1 Future consideration

Maintain historical appointment information in previous time zone

If I update my time zone, keep my historical appointment information in the previous time zone rather than update it to the new time zone.
Guest almost 2 years ago in Calendar & Scheduling 1 Future consideration

Apex login credentials

To get Apex EDI login username and password if paying the service through Theranest
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Improve Secure Messaging View Options

Allow Secure Message to be viewed as a thread and improve viewing options of long messages.
Guest almost 4 years ago in Messaging & Notifications 1 Future consideration

Create office Holidays or Office Events

I just spoke with someone through the Help chat about this, and they asked that I suggest this. I work in admin for our agency, and have some days throughout the year that I block out as All Staff Holidays - Office Closures. The issue I'm having i...
Guest almost 4 years ago in Calendar & Scheduling 0 Future consideration

Include claim number in billing reports

Allow me to view the claim number when running billing reports.
Guest almost 2 years ago in Reporting 0 Future consideration

Show Invoice Notes On Statement

It would be awesome if there were a way to get individual invoice notes to show on statements. I like to enter notes on the invoice to show what part is deductible or copay for the patient but it doesn't pull over on the statements. This way, ther...
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Add notes field to staff details

When viewing a staff member's details, have a section where I can add notes related to that staff member.
Guest almost 3 years ago in Practice Management & Administration 2 Future consideration

Search by more than one client when creating new invoices

When working under Batch Invoicing → Create New Invoices, allow me to search by more than one client.
Guest 12 months ago in Billing & Payments 1 Future consideration

Manually mark a client's insurance eligibility

Allow me to manually mark a client's insurance eligibility for those we can't check through TheraNest.
Guest 12 months ago in Billing & Payments 1 Future consideration