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TheraNest App

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Add note to kept and rescheduled appointments

When changing the status of an appointment to kept or rescheduled, allow me to include a note like I can with canceled, no show, and late cancel.
Guest over 4 years ago in Calendar & Scheduling 0 Future consideration

Select all staff members when creating an appointment

When creating a multi-staff appointment each staff member has to be selected individually, but there should be an option to add all members in one button
Guest over 4 years ago in Calendar & Scheduling 0 Future consideration

Add client address Clients list

Allow me to customize the grid to include the client's address when viewing the list of clients.
Guest over 4 years ago in Clients & Groups 0 Future consideration

Allow the enter key to create another response when creating a dynamic form

When creating a dynamic form that includes a form element where I need to create responses, allow me to use the Enter key on my keyboard to quickly create another response rather than having to click the "Add Response" button.
Sarah Maiolo 13 days ago in Dynamic Forms 0 Future consideration

Show more authorization details when selecting the authorization on the invoice

On the invoice screen, show the dates and service type(s) related to the authorization number on the dropdown where the user chooses the primary auth to link to the invoice.
Guest 3 months ago in Billing & Payments 0 Future consideration

Print all case forms for a client

If I have a multi-use case form, allow me to print all the forms similarly to how I can print all the progress notes for a case.
Binita Amin 3 months ago in Dynamic Forms 0 Future consideration

Add fax number to insurers

Allow me to record the fax number when adding a payer/insurer in TheraNest.
Irma Romero 3 months ago in Billing & Payments 0 Future consideration

Allow clients to see appointment notes

Allow clients to see entered appointment notes on the client portal or when a reminder is sent.
Guest 3 months ago in Calendar & Scheduling 0 Future consideration

Change inputs for cancelling/confirming an appointment reminder

Sometimes our clients get confused when having to press 1 or 2 to confirm/cancel an appointment and they sometimes press the wrong one. It would be great to have an option to change Y for confirm and N to cancel.
Guest 3 months ago in Messaging & Notifications 0 Future consideration

Confirm payouts in payroll report

When marking Paid on the Payroll by Rendering Provider, display a confirmation window so I don't accidentally mark something as paid when it wasn't.
Guest 3 months ago in Reporting 0 Future consideration