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Add "target completion date" next to goals on progress notes

Add "target completion date" next to goals on progress notes, similar to how it appears on treatment plans, so when payers read my progress notes they know what that date signifies.
Guest over 3 years ago in Notes & Cases 0 Future consideration

One line item on invoices for similar services

If I create an invoice that includes similar services, bundle them onto one line item and display the quantity with the total amount. For example, if the invoice includes two billable phone consults, include both on the same line with the quantity...
Guest over 3 years ago in Billing & Payments 1 Future consideration

Add invoice number to payroll by rendering provider report

When running the payroll report, allow me to include the invoice number.
Guest over 3 years ago in Reporting 1 Future consideration

Display client intake date when editing group assessment

When I'm editing an initial assessment for a group case, the client's intake date doesn't appear when I'm editing the document, but it does appear on the printed document. Have it appear when I'm editing the document so I can make sure it's entere...
Guest over 3 years ago in Notes & Cases 0 Future consideration

Display service type on printed monthly calendar

When I print my calendar for the month, show the color-coded service type for the appointment.
Guest over 3 years ago in Calendar & Scheduling 1 Future consideration

Send message to client when creating appointment

When I'm creating an appointment for a client, allow me to send them a message right from the appointment window. I may want to remind them to bring something or complete their intake paperwork and it would be nice to do that when creating and sav...
Guest over 3 years ago in Calendar & Scheduling 0 Future consideration

Hide weekdays from the calendar

Allow me the option to hide certain weekdays from the calendar, similarly to how I can hide Saturday and Sunday.
Guest over 3 years ago in Calendar & Scheduling 1 Future consideration

Add appointment location to superbills

When printing the superbill, include the location of the appointment(s).
Guest over 3 years ago in Billing & Payments 0 Future consideration

Change "clients" to "patients"

Everywhere in TheraNest where the word "client(s)" appears, have it replaced with the word "patient(s)" because I use the term "patients".
Guest over 3 years ago in Practice Management & Administration 0 Future consideration

Display all options in Mental Status fields

When completing the Mental Status fields of a progress note, display all the choices available for the field instead of just the first 20. I prefer to pick from a list rather than try and remember what might not be displayed.
Guest over 3 years ago in Notes & Cases 1 Future consideration