If we have a conversation thread in practice chat, each message gets marked (or checked) when I view it, even if I've really only viewed the most recent one and not the prior messages. Have it so we have to acknowledge each message individually so...
When creating a dynamic form with a drop-down form element, allow me to select the default option so I can have an option displayed by default rather than "choose an option".
Guest
over 1 year ago
in Notes & Cases
1
Future consideration
When searching a client's invoices by date, allow me to only type in a 1 digit day or two-digit year. Right now the search is too restrictive and my formatting has to be very specific.
There are certain CPT codes we don't collect a copay for (e.g., EAP benefits). Have a way for TheraNest to remind me or prevent me (and my staff) for collecting a copay if the client has an appointment with a specific CPT code.
Add practice name to all email notifications I receive from TheraNest
We have multiple TheraNest accounts and with some email notifications I receive (e.g. new practice chat messages, support messages) it doesn't specify which of my TheraNest accounts it applies to, so I have to log into each account just to find it.
Send client appointment notifications in location time zone
If I have client notification settings enabled for creating an appointment, rescheduling an appointment, etc. then send those emails using the location time zone.
1
Future consideration
