Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 1636

2 VOTE

Permission for scheduling appointments

Create a separate permission to allow a staff member to schedule appointments.

Guest about 2 years ago in Calendar & Scheduling 1 Future consideration

3 VOTE

Report on/audit general and clinical documents

Allow me to run a report that displays all the document names that have been uploaded to a client's general documents or clinical documents, or a way to audit these documents so I can ensure each client has certain documents on file (e.g. a releas...

Guest about 3 years ago in Practice Management & Administration 2 Future consideration

3 VOTE

Delete invoice when viewing

If I'm viewing an invoice, allow me to delete the invoice from that view rather than going back to the ledger.

Guest about 3 years ago in Billing & Payments 2 Future consideration

3 VOTE

Increase character limit of statement footnote

Allow me to write more in the statement footnote so I can notify the client when their balance is due, how to pay, etc.

Guest about 3 years ago in Billing & Payments 1 Future consideration

1 VOTE

Clear or Hide Batch Payment Errors

When processing Batch Payments, add the ability to clear or hide batch payment errors that have been previously addressed to accurately display the remaining errors.

Guest about 1 year ago in Billing & Payments 0 Future consideration

1 VOTE

Organize groups

Our practice sees a lot of different groups. It would be helpful if we could organize them, categorize them, or provide some type of label so we can filter the group list to only see a subset.

Guest about 1 year ago in Clients & Groups 1 Future consideration

6 VOTE

Sync with Quickbooks

Allow me to sync my TheraNest account with Quickbooks.

Guest about 6 years ago in Practice Management & Administration 2 Future consideration

3 VOTE

Show Rescheduled Appointments On Agenda

Leave reschedule appointments on the agenda with the status rescheduled. It would be helpful to see that an appointment has already been rescheduled in the status in the agenda then just seeing it was cancelled.

Guest about 3 years ago in Calendar & Scheduling 0 Future consideration

2 VOTE

Assign permissions when importing staff

Allow me a quick way to assign permissions when I import staff so I don't have to go back and adjust it for each staff member.

Guest about 2 years ago in Practice Management & Administration 1 Future consideration

4 VOTE

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 about 4 years ago in Calendar & Scheduling 6 Future consideration

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