TheraNest App

Showing 1809 of 1975

Navigation to notes requiring approval

Allow me a way to navigate to notes that require my approval in case I accidentally clear the alert.

Guest almost 3 years ago in Notes & Cases 1 Future consideration

Report on client portal users

Allow me to run a report that will show all the clients and contacts that have access to the client portal, any pending invitations, and the number of incomplete forms.

Guest almost 2 years ago in Reporting 1 Future consideration

2 VOTE

Display last kept appointment date when creating progress note

When creating a progress note for a client, allow me to see the date of the last kept appointment.

Guest almost 2 years ago in Notes & Cases 1 Future consideration

2 VOTE

View all invoice information without scrolling

When viewing a client's invoice I want to view all of the information without having to scroll.

Guest almost 2 years ago in Billing & Payments 1 Future consideration

3 VOTE

Report on invoice notes

Allow me to run a report that will display the notes that I've added to invoices (invoice footnotes, line item notes, payment notes).

Guest almost 3 years ago in Reporting 1 Future consideration

3 VOTE

Have the contact log on the same tab as the progress notes

Allow me to view my contact log notes and progress notes in the same list so I can see everything at once.

Guest almost 3 years ago in Notes & Cases 0 Future consideration

4 VOTE

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

2 VOTE

Permission to upload files

As an admin, allow me to set who has access to uploading files to a client's General Documents or Clinical Documents.

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

6 VOTE

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

2 VOTE

Show which progress notes have an addendum

When viewing a client's list of progress notes, allow me to see which notes have an addendum.

Guest almost 2 years ago in Notes & Cases 1 Future consideration

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