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
Improve the workflow to create a group note for the group and progress notes for each client in the group. Right now it takes too much time to complete the notes and I have to jump to different areas.
Guest
over 1 year ago
in Notes & Cases
6
Future consideration
We use the "notes" field in the appointment details screen to leave messages for the admin or therapists about what payment to collect at the time of the client's appt. It would be helpful to have the appointment detail notes visible on the agenda
We are required to complete an assessment after a certain amount of time depending on the payer and/or state regulations. Allow me to set a reminder or an alert for when a client needs to have an assessment completed, and allow me to complete anot...
Guest
over 6 years ago
in Notes & Cases
20
Future consideration
I’d love to see an option that has clients appt’s listed as “pending” and “in lobby” in addition to the already existing options of kept, cancelled, etc.
14
Future consideration
20
Future consideration
