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TheraNest App

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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

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

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

Upload PDFs as Dynamic/Intake forms

Allow me to upload a PDF document and send it as an intake form so I don't have to recreate the form in Dynamic Forms.
Guest over 1 year ago in Practice Management & Administration 6 Future consideration

Bulk export clinical documentation for multiple clients

Allow me to print/download clinical notes for multiple clients across multiple cases at once instead of having to go into each client separately.
Guest almost 10 years ago in Notes & Cases 10 Future consideration

Send forms to multiple clients

Allow me to send forms to multiple clients at once instead of having to go to each client profile separately.
Guest about 5 years ago in Clients & Groups 11 Future consideration

Customize options in payment methods drop-down

Allow me to customize what options appear in the payment methods drop-down when accepting a payment from a client's ledger. We accept other forms of payment like state vouchers, PayPal, grants, etc. so that we can report on these.
Guest over 8 years ago in Billing & Payments 20 Future consideration

Add date of service to credit card charges report

When viewing the credit card charges report (Therapy Brands Pay/Vantage) allow me to view the date of service the charge is related to.
Guest about 2 months ago in Billing & Payments 0 Future consideration

Add list of therapists to be displayed in contact log if relationship is set to therapist

When I create a contact log entry and specify the relationship to the client as "Therapist", include a dropdown of all the providers at my practice so I don't have to type in their name.
Karambir Khalsa about 2 months ago in Notes & Cases 0 Future consideration

See upcoming appointments when working in the client's ledger

Allow me to see a client's upcoming appointments when working in their ledger, so I can see how active the client will be in the future when entering payments.
Jim Kennedy about 2 months ago in Billing & Payments 0 Future consideration