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Missing Appointments Report

We need the ability to be able to run a report of all progress notes that have been input to Theranest that do not have an appointment associated with them. Basically, a Missing Appointments report (the opposite of the Missing Notes report.)
Guest almost 4 years ago in Reporting 0 Future consideration

Customer Success Program

It would be a great idea to consider assigning new subscribers with a "success coach" for at least the first 30 days to assure they are on the right track with all these neat features you have. Without it can cause high levels of anxiety and frust...
Guest almost 4 years ago in Practice Management & Administration 0 Future consideration

notification of CST default

To have some sort of notification for new users that Theranest defaults to CST and to set their time-zone before beginning to schedule.
Guest almost 4 years ago in Calendar & Scheduling 0 Future consideration

Add ability to filter Agenda by unbilled appointments

Add ability to filter Agenda by unbilled appointments so we can easily see when an appointment is missing an invoice.
Guest over 5 years ago in Calendar & Scheduling 1 Future consideration

Redact credit card info on CC authorization form

If I send my clients a credit card authorization form, have their card number be redacted when I save it to their General or Clinical Documents.
Guest almost 2 years ago in Clients & Groups 0 Future consideration

Appointment Times in ledger

There is no time displayed for appointment times in the ledger. If a client is seen several times in one day, and I am trying to change/edit/delete an invoice, I click around so many times within the ledger to try to figure out which invoice numbe...
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Include Merchant Fee Info in the Payroll Report

It would be convenient to see merchant fees associated with a payment in the Payroll Report.
Guest almost 4 years ago in Reporting 0 Future consideration

Statements not showing Invoice or Statement numbers

To have the Invoice and Statement number removed if desired on Statements and if the same Rendering Provider to show the name only once.
Guest almost 4 years ago in Billing & Payments 0 Future consideration

uniform 'billable rate' on all invoices and then show our 'written off' amount.

We have a speech Language clinic. We want to show a uniform 'billable rate' on all invoices and then show our 'written off' amount. This is different per payor source depending on our contracts. I'd like to have a way we can show this consistently...
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Adjust column widths in reports

When running reports in TheraNest, allow me to adjust the column widths.
Guest almost 2 years ago in Reporting 1 Future consideration