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

4 VOTE

Sort client list by first name

Allow me to sort the client list by their first name.

Guest about 4 years ago in Clients & Groups 0 Future consideration

3 VOTE

Create case forms for specific cases

When creating a dynamic case form, allow me to assign that form to specific cases so they don't show up on every open case.

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

8 VOTE

Allow staff to block time on calendar

Allow each staff member to block time on the calendar when they are unavailable to see clients

Guest over 8 years ago in Calendar & Scheduling 2 Already exists

2 VOTE

Report on active payers

Allow me to run a report to see the active payers we had in a time period and how many clients had each payer.

Guest about 2 years ago in Reporting 0 Future consideration

6 VOTE

Sync with Quickbooks

Allow me to sync my TheraNest account with Quickbooks.

Guest about 6 years ago in Practice Management & Administration 2 Future consideration

2 VOTE

Archive insurers

Allow me to archive insurers. I may want to keep them on file but don't want to delete them from TheraNest.

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

2 VOTE

Bulk Print Group Notes & Attendance

Allow the option to bulk print the Group Notes & Attendance tab rather than having to do this individually.

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

1 VOTE

Monthly program billing

Instead of paying per session, our clients pay for a program every month and I'd like an easier, more automatic way of setting this up in TheraNest.

Guest about 1 year ago in Billing & Payments 0 Future consideration

4 VOTE

Toggle between client initials and full name on calendar

Allow me to quickly go back and forth from seeing the client's initials on the calendar to seeing their full name. I change it to initials when clients come in, but then want to see the full names when I check my schedule in between sessions.

Guest about 4 years ago in Calendar & Scheduling 6 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

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