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Show most recent addendum when updating diagnosis codes

If I write an addendum to update a client's diagnosis codes, then allow me a way to update the addendum. If I attempt to update the client's diagnosis codes again with an addendum, the original diagnosis codes are displayed, not the ones that I ad...
Guest about 3 years ago in Notes & Cases 3 Completed

Add last appointment to archived clients list

When viewing the list of archived clients, show me the date of their last appointment so I know when I can permanently delete their records from TheraNest.
Guest over 3 years ago in Clients & Groups 4 Completed

Add staff filter to detailed attendance report

When running the Detailed Attendance Report, allow me to filter the report by staff member so I can view one staff member's attendance at a time.
Guest about 3 years ago in Reporting 3 Completed

Display service types in invoices grids on client Ledger

The Open Invoices and Fully Paid Invoices grids don't display relevant service types for each item. I have to click through to each invoice to see what services are saved for that invoice.
Guest over 9 years ago in Billing & Payments 4 Completed

Allow all users to access and manage prospective clients list

Allow me to enable the permission for managing the prospective clients list to all users. This permission is disabled for therapists who can only view clients assigned to them.
Guest over 3 years ago in Clients & Groups 1 Completed

Add Date of Birth to billing and insurance page

Perhaps it could prepopulate from the detail page?
Guest over 10 years ago in Clients & Groups 8 Completed

Automatically set duration of session in progress note based on telehealth duration

Have the duration of the telehealth session automatically pull over into the progress note so I don't have to remember how long the session was when I document it.
Guest over 4 years ago in Notes & Cases 3 Completed

View a staff member's availability from their profile

When a staff member has set their availability from their calendar preferences, allow me to view that availability from their staff profile.
Guest almost 3 years ago in Practice Management & Administration 2 Completed

Allow office admin staff access to Custom forms

Design permissions where the front desk staff can see custom forms without having therapists access
Guest over 7 years ago in Practice Management & Administration 1 Completed

Customized grid for archived clients

Allow me to customize the grid for archived clients and view "only" the information in the grid.
Guest about 2 years ago in Clients & Groups 2 Completed