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Add a General Documents tab at the practice level

There should be a "Practice Documents" tab for general , practice-wide PDFs etc like within the client details. Should be on the line with Agenda Calendar Clients ,etc probably should be next to Dynamic Forms.
Guest almost 4 years ago in Practice Management & Administration 0 Future consideration

Filter batch statements by rendering provider

Allow me to filter batch statements by rendering provider so I can quickly create statements for clients only.
Guest almost 6 years ago in Billing & Payments 0 Future consideration

Display special characters/other languages on intake forms

We serve a lot of clients who are speaking different languages, however, after they submit an intake form using their language the forms we received are garbled and don't come back with their language's characters.
Guest almost 3 years ago in Practice Management & Administration 0 Future consideration

Select staff when creating new invoices under batch invoicing

When using Batch Invoicing and creating new invoices, allow me to select multiple staff members instead of just one or all.
Guest almost 3 years ago in Billing & Payments 5 Future consideration

Deductible Report

At the beginning of the calendar year, patient's deductibles reset. It would be great to be able to quickly identify these patients through a report, etc.
Guest almost 4 years ago in Billing & Payments 2 Future consideration

View account balance on practice website

Allow my clients to view their account balance on my practice's website without having to log into their portal.
Guest almost 3 years ago in Practice Management & Administration 2 Future consideration

Closed Captioning for Virtual Appts.

Virtual Platform needs closed captioning for hard of hearing clients.
Guest about 4 years ago in Clients & Groups 0 Future consideration

SSO

We would like to use SSO for our organization, and include TheraNest as the applications for this purpose.
Guest about 3 years ago in Practice Management & Administration 0 Future consideration

Link to client's details from secure messaging

When viewing a secure message, have the client's name link directly to their details like it does in other areas of TheraNest.
Guest about 2 years ago in Messaging & Notifications 2 Future consideration

Display service type description in Payroll by Rendering Provider report

When running the Payroll report, allow me to view the description of the service type.
Guest about 5 years ago in Reporting 3 Future consideration