Allow me to search progress notes by keyword so that if I'm looking for a note where I know we did something specific during that session I can find it easier.
Guest
almost 4 years ago
in Notes & Cases
11
Future consideration
Number the notes for us so that we do not have to manually count how many sessions we have conducted with our clients? This helps with certain insurance groups that limit our sessions. Thank you!
Guest
about 7 years ago
in Notes & Cases
4
Future consideration
If I navigate to a client's notes and there isn't an open case, don't create a new one. I may only be looking at the notes to review notes from a closed case and I don't need a new case created.
Guest
over 6 years ago
in Notes & Cases
9
Future consideration
Visually differentiate between individual appointments, group appointments and non-client events in the Calendar
I need a way to easily see at a glance what kind of appointment or event I have on my calendar, whether it's for an individual, a group, or a non-client event like an office meeting.
When insurance claims are accepted but not ERA received in the billing tab due to paper checks or offline payment, it causes a two step process. First, you have to accept payment in the client ledger and then you have to go into the billing sectio...
It has been mentioned before but for some reason I can't add my vote to support it. PLEASE make it possible to send a 1-time payment link to a 3rd party for the total client balance due. Having to send a separate link for each invoice is a pain fo...
Allow me to send my clients a survey to capture their feedback about their treatment at a certain frequency (e.g., I may want to send these surveys after every session, when their case is closed, etc.).
Add billing automation exclusion rule for secondary payers
In the Billing Automations, add an additional exclusion condition to Automated Invoice Processing for secondary payers. Not all secondary insurances are able to be submitted via TheraNest.
Elizabeth Marnix
4 months ago
in Billing & Payments
1
Future consideration