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Make top-level navigation items default to a page

Make the top-level navigation items default to a page rather than having to click a sub-page (similar to how Schedule and Reports function) so I can navigate the system more quickly.
Guest over 1 year ago in Practice Management & Administration 0 Future consideration

Remove totals from downloaded billing reports

When I download a billing report to a CSV or PDF, allow me the option to remove the totals that appear at the top of the report.
Guest over 1 year ago in Reporting 1 Future consideration

Pay for add-ons annually

If I subscribe to add-on features such as Telehealth, Wiley, the Client Portal, etc., allow me to pay for those features annually as I do with my TheraNest subscription.
Guest over 1 year ago in Practice Management & Administration 1 Future consideration

Increase file size limit in secure messaging

Increase the file size limit when adding attachments to a secure message.
Guest over 1 year ago in Messaging & Notifications 1 Future consideration

Don't create claims for non-cpt services

If I've added a non-CPT service to a client's invoice, don't create a claim for that service.
Guest almost 3 years ago in Billing & Payments 0 Future consideration

Add date of first session as dynamic form element

When creating a dynamic form/intake form, allow me to insert the date of the client's first session.
Guest almost 3 years ago in Dynamic Forms / Practice Management & Administration 1 Future consideration

Add field for PTAN number in Organization

Under Organization → Settings, allow me to add my Provider Transaction Access Number (PTAN).
Guest over 4 years ago in Practice Management & Administration 0 Future consideration

Add a character count to appointment decline messages

When a client requests an appointment via the client portal and I decline it, show me how many characters I can type in the decline message. The error message that comes up says my message is too long, but I'm not sure how long is too long.
Guest almost 3 years ago in Calendar & Scheduling 0 Future consideration

Keep Signature History in Progress Notes

I sometimes have to unsign progress notes in order to change the service location for secondary claims or re-submitting claims. When our therapists re-sign the notes it appears that they signed the note days, weeks, or even months after the appoin...
Guest almost 3 years ago in Notes & Cases 0 Future consideration

Add email address to clients intake report

When running the Clients Intake report, allow me to include the client's email address.
Guest almost 3 years ago in Reporting 1 Future consideration