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Notate claims that have been auto-processed

Notate which claims have been auto-processed so I can double-check to make sure the funds were received.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Add race and gender fields to a client's household

When I add people under the Manage Household Info of a client, allow me to indicate their race and gender.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Add different TIN to superbills

We have a different organizational TIN for a different program within our business - we need to be able to put that on the Superbills for that program separately
Andrea Davis almost 4 years ago in Practice Management & Administration 1 Future consideration

Increase character limit for task notes

Increase the character limit for the "note" field when adding a task.
Guest over 2 years ago in Practice Management & Administration 1 Future consideration

Stay on invoice after applying a write-off

Allow me to stay on the invoice after applying a write-off.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Make race a free-text field

When a client fills out their demographic information on the client portal or when I fill it out in TheraNest, make the "race" field a free-text field instead of a drop-down.
Guest almost 4 years ago in Clients & Groups 0 Future consideration

Change "sex" field in client details & portal

Change the "sex" field in client details and on the client portal because it doesn't reflect the terms we use.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Allow therapists to create client flags

As a therapist, allow me to create a flag for my client. I may need to create a flag to notate something clinically important that other staff need to be aware of.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Include archived clients when searching clients list

When viewing all or archived clients in the clients list, allow my search criteria to apply to both active and archived clients.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Don't select note type if only one available

Remove the dialog box that has us select a progress note template. We only have one progress note template available for our whole practice so it's adding an unnecessary step.
Guest over 2 years ago in Notes & Cases 2 Future consideration