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Edit room and service type when rescheduling appointments

When rescheduling an appointment to a new appointment, allow me to edit the room and service type.
Guest about 6 years ago in Calendar & Scheduling 1 Future consideration

Create invoices for the following year

At this time you are unable to create an invoice dated for the upcoming year because of the restriction by the AMA license. It would be nice for practices that do preemptive billing to be able to bill their sessions prior to the year changing.
Thomas The Test Engine about 2 years ago in Billing & Payments 0 Future consideration

Batch loading invoices into ledger

Hi there -- I've been enjoying Theranest for something over a year, and I just discovered batch invoicing. However, I'd already individually prepared several months of invoices pursuant to electronically uploading them to Docustream, I have to up...
Guest about 4 years ago in Billing & Payments 0 Future consideration

Chat messages flag or star them to be able to go back to them

It would be good to be able to star or flag some chats or be able to change to unread so I can go back to them later.
Guest about 4 years ago in Messaging & Notifications 0 Future consideration

Add "Units" column to the Payroll Report.

Add "units" column to Payroll Report.
Guest about 4 years ago in Reporting 0 Future consideration

Create separate tab to manage client portal access

I wish the manage clients section, had its own tab in the client portal section of the organization.
Guest about 4 years ago in Practice Management & Administration 0 Future consideration

Send Portal Invite Via Text Message

Sometimes email addresses get messed up and the client never recieves the portal invite to get started. Could the admin have the option to send a link to start the portal through text. This way the invite will not get buried in their inbox and the...
Guest about 4 years ago in Clients & Groups 0 Future consideration

Pay for a service to transfer my data from one TheraNest account to another

Transferring my data is a very manual process when moving from one TheraNest account to another TheraNest account. Allow me to pay for a service that will do this for me, so that my historical documentation, appointments, etc. are all in my new ac...
Guest about 4 years ago in Practice Management & Administration 0 Future consideration

Process credit card payments under $1

Allow me to process credit card payments under $1.
Guest about 2 years ago in Billing & Payments 0 Future consideration

Notes by month

A way to filter notes by month or timeframe. Sometimes it takes some time for supervisors to approve notes to then sign them (I'm unlicensed). This function would allow us to find notes dating in a certain timeframe rather than going through each ...
Guest about 4 years ago in Notes & Cases 0 Future consideration