TheraNest App

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Subtract from staff billing when refunding client

We use the staff billing tab to pay our staff on a monthly basis. Therefore, it would be helpful if there was a way to subtract an amount from the staff billing when we have to pay back a client for an overpayment in their copay. At this time, the...

Guest 4 months ago in Billing & Payments 0 Future consideration

50 VOTE

Shared credit card for families

Functionality to save a credit card on one family member's profile that can be accessed and charged for other family members' invoices.

Guest almost 6 years ago in Billing & Payments 4 Future consideration

37 VOTE

Add signature to secure messages

When sending a secure message from TheraNest to the client portal, allow me to include my signature.

Cherelle Brown over 4 years ago in Messaging & Notifications 8 Future consideration

1 VOTE

Customize the cancellation fee per client

Allow me to create different cancellation fees for each client.

Guest about 1 month ago in Billing & Payments 0 Future consideration

1 VOTE

Add "other" option to dropdown and multi-select form elements

When creating a dynamic form I would like an "other" category in the dropdown and multi-select form elements that would allow the client to fill in a different answer that's not in the list.

Guest about 2 months ago in Dynamic Forms 0 Future consideration

28 VOTE

Remove numbers from titles on intake forms

Remove the numbers that precede the titles when viewing an intake form.

Guest over 3 years ago in Clients & Groups 5 Future consideration

25 VOTE

Add non-CPT service types to non-client events

Allow me to create events on my calendar and attach non-CPT service types to the event.

Guest about 3 years ago in Calendar & Scheduling 4 Future consideration

42 VOTE

Show appointment statuses in synced calendars

When viewing my appointments on my synced calendar, show the appointment status (e.g., canceled, late canceled, etc.).

Guest about 5 years ago in Calendar & Scheduling 7 Future consideration

34 VOTE

Display filters on exported reports

When I run a report and export it, show the date filter and any other filters I've applied at the top of the report so I can clearly understand the data I'm reviewing.

Guest about 4 years ago in Reporting 12 Future consideration

61 VOTE

Add ability to merge duplicate cases

If a second case has been opened for a client it would be nice to be able to merge it with the old case.

Guest over 7 years ago in Notes & Cases 6 Future consideration

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