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Multiple Payment Consent Form Storage

Theranest currently only supports one Credit/Debit Consent form to be stored on the site. In cases where client needs to update method of payment, it would be useful to have the option to save and sign more than one payment method using the tab fe...
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Show Indicator in-app While In Active Session

Put an indicator (e.g., a colored dot) on the appointment in which a telehealth session is currently open. Since we are not able to open up more than one at a time, it would be helpful to know which one needs to be closed in the event that a clini...
Lindsay Dye almost 4 years ago in Calendar & Scheduling 0 Future consideration

creating autofill for client payment options

It would be very helpful if you could allow users to select or create the way your autofill feature works for client payment options. For example, I use "other" for the service by which my clients pay for services, rather than cash, but I can't se...
Guest almost 4 years ago in Practice Management & Administration 0 Future consideration

Don't include DOS of initial assessment in missing progress notes report

When running the missing progress notes report, don't include dates of service where an initial assessment was completed. Our initial assessment acts as the note for that day and a progress note isn't necessary.
Guest almost 4 years ago in Reporting 0 Future consideration

Client Portal Indicator During Batch Statements

Add feature to see if a client has an active client portal so provider/support staff can deselect and not prepare those for mailing.
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Clinician Directory

Hello, I'm not sure if this already exists, however, another EHR had advertised that they provide a directory exclusively for the clinicians who use their product. I would love to see a theranest directory to promote clinicians! Erica
Guest almost 4 years ago in Practice Management & Administration 0 Future consideration

supervison progress reports signature per Insurance company

We would like to have the 'sign progress notes under supervison' be specific to the Insurance company. We have one that only requires the clinical director to sign off in the log that she is supervising. And another that requires the signature on...
Rachael Eichhorn almost 4 years ago in Notes & Cases 0 Future consideration

Add custom options to the Custom Form created

- When a specific custom form is created by using the Custom form template would like the option to be able to link the Clients detail such as Name, Treatment plan, and DX to the custom form before it is placed in the Case Notes Tab. - Custom for...
Guest almost 4 years ago in Notes & Cases 0 Future consideration

Display client's name on warning when deleting clients

When deleting a client it would be great if the popup warning would include the client's name (similar to when you archive a client) so you can be sure that you are deleting the correct person.
Guest about 4 years ago in Clients & Groups 0 Future consideration

Include DSM codes on superbills

When printing superbills, include the DSM code instead of or in addition to the ICD diagnosis code. I diagnose clients based on DSM criteria so for clinical transparency, I would prefer that clients see the codes that most reflect my/our understan...
Guest about 4 years ago in Billing & Payments 0 Future consideration