When creating an invoice, allow me to see any appointment notes that were entered for the appointment. Our organization uses appointment notes to indicate billing information that the biller needs to know when invoicing/billing the appointment.
Have an option to change the sorting in the client portal by last name or first name. It's confusing that the client list is only by last name and the portal is only by first name.
Guest
over 4 years ago
in Clients & Groups
1
Future consideration
Allow admin control of only showing client initials in synced calendars
As an admin, allow me to set the preference for having only client initials show in calendars and email alerts for all my staff rather than having them control this setting individually.
Restrict staff from editing the service type filter on the calendar
Allow me to restrict staff members from editing the service type filter on the calendar. We have staff members that are hiding some service types which then leads to double booking or missing appointments.
Having digital case notes which can have a redacted version in TheraNest increases HIPAA compliance, and saves a ton of time for providers, especially if there is a way to allow supervisors to approve redactions (for interns) before compiling a re...
Guest
over 4 years ago
in Notes & Cases
0
Future consideration
0
Future consideration
0
Future consideration
