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 1861 of 2045

2 VOTE

Create folders for secure messages

Allow me to move secure messages in different folders so I can organize my messages.

Guest almost 2 years ago in Messaging & Notifications 1 Future consideration

2 VOTE

Show password

When logging into TheraNest, allow me to see the password I've entered so I can make sure there are no errors.

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

3 VOTE

Staff demographics report

Allow me to run a report that displays the demographic information for my staff.

Guest almost 3 years ago in Reporting 0 Future consideration

5 VOTE

Allow Copy and Paste of 1-time Payment Link

Some of our clients payments are managed by a parent. It would be helpful to be able to copy the 1-time Payment link and paste in email to parent.

Guest almost 5 years ago in Billing & Payments 0 Future consideration

3 VOTE

Indicate payment status on appointment

When creating or editing an appointment for a client, allow me to indicate the payment status for that appointment on the actual appointment (prepaid, unpaid, credit, etc.).

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

5 VOTE

Add ability to mark a client as deceased

Can you add a place, like in client detail (somewhere quick and easy where it can be seen by all permissions) where it could be marked to show client has deceased? That way we don't have various staff calling and trying to schedule/reschedule an a...

Guest almost 5 years ago in Clients & Groups 0 Future consideration

3 VOTE

Alert me when a credit card is declined

Send me an in-app alert when a client's credit card is declined or have the alert appear on the client's ledger so I can make sure to update the information as I'm working in the client's profile.

Guest almost 3 years ago in Billing & Payments 0 Future consideration

3 VOTE

View when credit cards were updated

When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.

Guest almost 3 years ago in Clients & Groups 1 Future consideration

5 VOTE

Make exceptions for conflicts with recurring appointments

Recurring appointments often conflict with exceptional events like Thanksgiving, or a scheduled personal appointment. It would be nice for the calendar to show upcoming conflicts with the repeat appointment and have an option to choose "Skip this ...

Doug Burford almost 5 years ago in Calendar & Scheduling 1 Future consideration

4 VOTE

Notify assigned staff of new contact log entry

As a staff member assigned to a case, notify me or alert me when a new contact log entry has been created.

Guest almost 4 years ago in Notes & Cases 2 Future consideration

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