Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 1854 of 2040

1 VOTE

Search by more than one client when creating new invoices

When working under Batch Invoicing → Create New Invoices, allow me to search by more than one client.

Guest over 1 year ago in Billing & Payments 1 Future consideration

2 VOTE

Allow providers to re-invite clients to the portal

As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.

Guest about 3 years ago in Clients & Groups 2 Future consideration

3 VOTE

Client Portal Payment History when 'Allow to pay through Portal' is NOT enabled

As of now, you cannot see ANY Payment History if the feature 'Allow payment through Portal' is not enabled or if Banking Information is not used. So if you are receiving cash/check and not using the Credit Card system, the client cannot see their ...

Guest over 4 years ago in Billing & Payments 1 Future consideration

1 VOTE

Manually mark a client's insurance eligibility

Allow me to manually mark a client's insurance eligibility for those we can't check through TheraNest.

Guest over 1 year ago in Billing & Payments 1 Future consideration

2 VOTE

Report on client goals

Allow me to run a report that shows all the active goals for every client and the status of each goal. We need to report on this for our CARF accreditation.

Guest about 3 years ago in Reporting 1 Future consideration

3 VOTE

drag multiple lines in custom forms at one time

While creating a custom form I wanted to move around some sections but was unable to drag full sections around at one time. It would be great if I could move multiple items/lines in a form at once and place them elsewhere in the form.

Guest over 4 years ago in Notes & Cases 0 Future consideration

4 VOTE

Delete invoices in batch

In Batch Invoicing when Processing Existing Invoices, allow me to select multiple invoices and delete them so I don't have to go into each client's ledger separately.

Guest about 6 years ago in Billing & Payments 1 Future consideration

2 VOTE

Notate claims that have been auto-processed

Notate which claims have been auto-processed so I can double-check to make sure the funds were received.

Guest about 3 years ago in Billing & Payments 1 Future consideration

2 VOTE

Add race and gender fields to a client's household

When I add people under the Manage Household Info of a client, allow me to indicate their race and gender.

Guest about 3 years ago in Clients & Groups 1 Future consideration

4 VOTE

Filter by date of service when processing existing invoices

I use the “Process Existing Invoices” feature to add a bulk amount of invoices to Claims Awaiting Submission and this feature doesn’t have same level of filtering available as the claims view. I think being able to filter by date of service would ...

Guest about 6 years ago in Billing & Payments 1 Future consideration

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