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TheraNest App

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Reset invoice numbers

Allow me to reset the invoice numbers or set the number from where invoices should start from.
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Report on client retention rate

Similar to the Retention Rate report for therapists, show me which clients have only attended 1 session, 2-5 sessions, etc.
Guest about 4 years ago in Reporting 0 Future consideration

Show/hide recently viewed clients

Allow me to remove the "recently reviewed clients" at the top of the screen.
Guest about 4 years ago in Clients & Groups 1 Future consideration

Display scheduling conflict when creating appointment

When I'm creating an appointment on the calendar and it tells me there's a conflict for that date & time, show me what the conflict is so I can easily remedy it.
Guest about 4 years ago in Calendar & Scheduling 0 Future consideration

Add staff member to grid in write-off report

When running the write-off report, allow me to view the staff member in the results grid.
Guest almost 3 years ago in Reporting 2 Future consideration

Set page I see when opening TheraNest

When I log in to TheraNest, allow me to set what page I see when I log in. I prefer to be directed to the Clients page rather than the Calendar.
Guest over 4 years ago in Clients & Groups 0 Future consideration

Indicate which staff are currently logged in

Allow me to see which staff members are currently logged into our account without having to use the Practice Chat.
Guest almost 3 years ago in Practice Management & Administration 1 Future consideration

Integrate with IvyPay

Have TheraNest integrate with IvyPay for client billing.
Guest over 4 years ago in Billing & Payments 0 Future consideration

Add multiple clients to one invoice or statement

As a private practice therapist, I have contracted with another agency to provide services to some of their clients. I use their system for note-writing, but do put those clients on my TheraNest calendar. Allow me to create an invoice that include...
Guest over 4 years ago in Billing & Payments 0 Future consideration

Go to client's details after unarchiving

After unarchiving a client, give me the option of going straight to the client's record.
Guest over 1 year ago in Clients & Groups 1 Future consideration