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 1854 of 2040

4 VOTE

Add customized grid to batch statements

It would be nice to have more granular control over what details are included in Batch Statements, similar to the "customize grid" feature when generating Statements from the client's ledger.

Guest over 4 years ago in Billing & Payments 0 Future consideration

3 VOTE

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 over 3 years ago in Notes & Cases 1 Future consideration

2 VOTE

Recognize Client Payment has Already been received when using "Process Payment Adjustment"

It would be nice if the "Process Payment Adjustment" option would recognize that a client payment has already been received and not try to automatically shift the copay amount to the client specified by the PR-3 adjustment.

Guest over 2 years ago in Billing & Payments 0 Future consideration

4 VOTE

Groups - delete members from appointments

When allowed to delete a member from an existing group, delete their future group appointments should be adjusted to delete from appoints automatically, or give me ability. I have group members gone a year, but names still show up in appointment l...

Guest over 4 years ago in Clients & Groups 2 Future consideration

4 VOTE

reschedule appointment from client chart

Instead of delete being the only option when viewing appointments in the client's chart, please add Reschedule or Cancel as options.

Guest over 4 years ago in Calendar & Scheduling 0 Already exists

2 VOTE

Add the Stanley Brown Safety Plan as an intake form

Add the Stanley Brown Safety Plan as an intake form so I don't have to create it in TheraNest.

Guest over 2 years ago in Practice Management & Administration 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 over 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 over 3 years ago in Notes & Cases 0 Future consideration

2 VOTE

Edit or revoke text after sending

When I send a text message to a client, allow me the option to edit or revoke it before it gets sent to the client.

Guest over 2 years ago in Clients & Groups 0 Future consideration

3 VOTE

Display special characters/other languages on intake forms

We serve a lot of clients who are speaking different languages, however, after they submit an intake form using their language the forms we received are garbled and don't come back with their language's characters.

Guest over 3 years ago in Practice Management & Administration 0 Future consideration

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