Include therapist totals on payroll by rendering provider report
When running the Payroll report, include the total payout for each therapist. It's tedious to have to type the therapist's name in the box to get their total.
Guest
over 3 years ago
in Reporting
1
Future consideration
When viewing all cases for a client, allow me to see the assigned staff to each case. Right now I have to open each case individually to view that information.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
Filter manage clients list in client portal settings
When managing the list of clients under the client portal settings in the Organization tab, allow me to filter the list so I can see everyone who doesn't have an invite or anyone who has sent forms that haven't been completed.
Create a resource that defines some of the terms that TheraNest uses in the application (e.g., Active Clients, Intake Date, Registration Date). Sometimes what I consider to be the definition is different than what TheraNest defines.
Allow me to archive the address for my primary practice location because when I change the address it retroactively applies those changes to past appointments.
If a mistake was made on an insurance that was marked as inactive an Org Admin should be allowed to delete the insurance. This helps to avoid scheduling issues as it is confusing for them when they see 2 identical insurances one marked as active a...
1
Future consideration
0
Future consideration
