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 1653

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

6 VOTE

Allow payment plans for invoices & statements

As a self-pay provider, I often provide payment plans for larger bills (e.g. if a bill is $1000). Allow me the option to include information about a payment plan when sending invoices or statements to clients.

Georginia Weygand over 6 years ago in Billing & Payments 1 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

5 VOTE

Add default service type column to Client List

Add a column for clients' assigned service types and allow sorting and searching in the column.

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

2 VOTE

Create an EMDR Processor Assessment as a standard note template

My counselors use EMDR in our practice and it would benefit us if Theranest provided an EMDR Processor Assessment form as option in Notes. I've attached the blank form below. I know Simple Practice EHR offers it.

Guest about 2 years ago in Notes & Cases 0 Future consideration

2 VOTE

Subscribe therapists to appointment reminders

I only want certain therapists to send appointment reminders for their clients. Allow me to subscribe therapists to appointment reminders rather than this be an organization-wide setting.

Guest about 2 years ago in Practice Management & Administration 0 Future consideration

2 VOTE

Add emojis to appointment and event titles

Allow me to add emojis to appointment and event titles.

Guest about 2 years ago in Calendar & Scheduling 0 Future consideration

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

4 VOTE

Directory for contact network

Allow me to view a centralized directory of collateral contacts such as attorneys, social workers, etc.

Guest about 4 years ago in Clients & Groups 1 Future consideration

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