It would be fantastic to add fields and a drop down menu for parents, step-parents, guardians, and their contact numbers on the Detail page. The emergency contact is not helpful when it comes to parents.
Currently I am only able to create forms for intake. However my practice utilizes other forms, such as client satisfaction surveys. I would be nice to send a form at any time to a client that is not labeled intake.
daily billing report - exclude client name or replace with client id
Often we need to share reports with outside sources like accountants, business coach etc - can't have PHI on the report. I see an option to include client ID number but the client name can't be removed from the report. Would be nice to be able to ...
Guest
almost 6 years ago
in Reporting
0
Already exists
give me current local time/date for suggested time/date
This applies to EVERYWHERE in TheraNest when TheraNest recommends to me a suggested date and time... Contact log notes, progress notes, new assessment, billing.... appointments... EVERYWHERE. Your system gives me date/time suggestions based on UTC...
Guest
about 6 years ago
in Notes & Cases
0
Already exists
Even though a client is archived, it would be nice if the billing information would still be available. When we run monthly statements, archived clients don't show up.
Currrently, when I begin a progress note, it selects the current time and day. However, when I select the Appointment Time, the note creation time defaults back to the beginning of the appointment time. For example, if I am reporting today on a cl...
Guest
about 6 years ago
in Reporting
0
Already exists
0
Already exists
0
Already exists
