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TheraNest App

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Allow entering in number code for service type color coding feature

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Guest about 4 years ago in Calendar & Scheduling 0 Already exists

Send client records to other providers

We receive quite a few record requests - it would be ideal to have an email function from within TheraNest where we could email records/notes to requesting providers/family physicians.
Guest about 4 years ago in Notes & Cases 0 Future consideration

Automatic Appointment Reminders

Have system automatically send appointment reminders.
Guest about 4 years ago in Practice Management & Administration 0 Already exists

Mark whether note is individual or group

When filling out a progress note for a client, allow me to check whether the session was individual, family, group, etc.
Guest about 4 years ago in Notes & Cases 0 Already exists

View full service type on the invoice

Please adjust the invoicing screen so that the billing type field/window does not truncate the text, so I can verify the correct billing code was used.
Guest about 4 years ago in Billing & Payments 0 Future consideration

option to view General Documents as a text list

Change the formatting of items in the General Docs area of Theranest so that existing documents can be viewed as a list. We are currently forced to view the docs as icons and the text is truncated, making identification difficult. I would prefer t...
Guest about 4 years ago in Clients & Groups 0 Already exists

Don't preview notes after saving

After I sign and save a client's note, don't open another screen that shows the PDF version of the document.
Guest over 4 years ago in Notes & Cases 0 Future consideration

Display last used options for "Hide a Suggestion" feature

When manually entering insurance payments and using the "Hide a Suggestion" drop-down, show the last few options I selected first to make it easier to find the ones I use frequently.
Guest over 4 years ago in Billing & Payments 0 Future consideration

Display calendar as Sunday to Saturday

Have the calendar displayed as Sunday to Saturday rather than Monday to Sunday because that's how most calendars are displayed.
Andrea Cook over 4 years ago in Calendar & Scheduling 0 Future consideration

Allow amending of secondary client ID numbers for additional cases

Allow amending of secondary Client ID numbers for clients who have multiple cases.
Guest over 4 years ago in Clients & Groups 1 Future consideration