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TheraNest App

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Add CALOCUS as an intake form

Add the CALOCUS as an intake form so I don't have to create it in TheraNest.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Display invoice number on the credit card charges report

If a credit card payment was applied to an invoice, show the invoice number on the credit card charges report.
Guest over 1 year ago in Reporting 1 Future consideration

Report on fields from intake fields

Allow me to run a report that will display clients' responses to certain fields on my intake forms. For example, I may add additional demographic fields to an intake form and I'd like to run a report based on those fields.
Guest about 3 years ago in Reporting 1 Future consideration

Create dynamic form element for payment plan

Allow me to pull a client's Set Payment Amount from their client details into a dynamic form as a dynamic form element.
Guest over 1 year ago in Dynamic Forms / Notes & Cases 1 Future consideration

Add COVID vaccination status in the patient's chart

In the client's chart, allow me to indicate if the client is vaccinated or not against COVID.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Add disbursement date to credit card payments in Payroll by Rendering Provider report

Add a column for the disbursement date to the Payroll by Rending Provider report for credit card payments processed in TheraNest to assist with payroll and tracking.
Guest over 1 year ago in Reporting 0 Future consideration

Allow billers to void & refund payments

Allow users with billing level permissions to void, refund, or delete payments.
Guest about 3 years ago in Practice Management & Administration 1 Future consideration

Make marital status a free-text field

When we enter the client's marital status or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.
Guest about 3 years ago in Clients & Groups 0 Future consideration

Set supervisor requirements per payer

Allow me to select what level of supervisory review a staff member may need based on the payer. For example, our supervisors only need to cosign all Medicaid documentation.
Guest about 3 years ago in Notes & Cases 2 Future consideration

Don't send cancellation email if appointment has passed

Sometimes an appointment may be cancelled verbally with a client, but I don't have a chance to update it in the system until the next day or two days later. When clients get the cancellation email, they get confused because they think it's for a f...
Guest about 3 years ago in Calendar & Scheduling 1 Future consideration