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Display Appointment Cancellation/No Show Fees in Client Ledger

Display Appointment Cancellation/No Show Fees in Client Ledger to allow Staff to review outstanding fee balances without creating Invoice(s).
Admin RWWC 29 days ago in Billing & Payments 0 Future consideration
107 VOTE

Share form templates with other TheraNest users

Allow me to share my Dynamic Form templates with other TheraNest users and have them share their forms with me.
Guest over 8 years ago in Notes & Cases 16 Future consideration

Add spellcheck

Add spellcheck to TheraNest so I can catch spelling mistakes more easily.
Guest over 4 years ago in Messaging & Notifications 9 Future consideration

Show client ID rather than initials on calendar

When I have the setting to only show the client initials on the calendar, allow me to show the Client ID instead.
Guest over 1 year ago in Calendar & Scheduling 7 Future consideration

Add or edit modifiers on invoice

Allow me to enter modifiers when creating an invoice. For example, if two services occur on the same day that can be billed on the same day I have to add modifier 59, but I can't add that to the service code library as it is unethical to include...
Guest about 6 years ago in Billing & Payments 32 Planned

Add ability to create progress notes and view linked notes from client Appointments list

I wish when i clicked on a clients profile and selected appointments, it would show if a note was missing and allow me to enter it from there.
Guest almost 8 years ago in Clients & Groups 29 Future consideration

Align the options within the Activity Log Actions dropdown with the events recorded in the Activity Log

Align the options within the Activity Log Actions dropdown with the events recorded in the Activity Log. Examples include: Appointment Scheduling: Actions: Appointment Created Activity Log: {Staff name} scheduled {Appointment details} appointment ...
Cindy Hooper about 1 month ago in Practice Management & Administration 0 Future consideration

Status for forms sent through the Client Portal

Display a status for client portal forms to display the stage in which the form is in.
Guest 5 months ago in Practice Management & Administration 1 Future consideration
110 VOTE

Merge duplicate clients

When a duplicate client is accidentally created, have a way to merge the two clients so you don't lose any data when you delete the duplicate.
Guest almost 9 years ago in Clients & Groups 8 Future consideration

Designate clients as private pay

Allow me to designate a client as private pay so that I can run billing reports for insurance clients separate from private pay clients.
Guest over 7 years ago in Clients & Groups 9 Future consideration