Provide a "map" that tells us which Theranest field populates which loop of the EDI 837.
Sometimes I can find the error in the EDI 837 but can't figure out where to go in Theranest to make the change that will correct it.
We have staff members who only perform office tasks and will never have an appointment scheduled with them. Allow me to remove them from the Staff filter in the calendar so the filter is easier to use.
When I add a client to TheraNest, don't require me to indicate a location for the client. We have clients that move across locations and I don't want a location to default when creating an appointment.
Guest
almost 2 years ago
in Clients & Groups
1
Future consideration