Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 1839 of 2019

67 VOTE

Alert for when a client has been closed for 7 years

Have a program that will keep track of the date that you "archive" a client as a close out-and you will be alerted when the file has been closed for 7 years-so you know when you are able to shred the paper documents. And then to also be able to fu...

Guest about 8 years ago in Messaging & Notifications 1 Future consideration

46 VOTE

Add custom appointment status options

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.

Guest over 5 years ago in Calendar & Scheduling 14 Future consideration

3 VOTE

Increment start times and end times by 1 minute in progress notes

The start time and end time fields should increment by 1 minute when scrolling through times in a progress note.

Guest 4 months ago in Dynamic Forms 0 Future consideration

23 VOTE

Have the DBA be client-facing

With the new DBA field, make the name entered in that field the one that clients see because that's what they know my business as.

Guest almost 3 years ago in Practice Management & Administration 13 Future consideration

56 VOTE

Add another assessment and set alerts/reminders

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 almost 7 years ago in Notes & Cases 20 Future consideration

43 VOTE

Calculate and track assessment scores

When filling out clinical assessments (e.g., PHQ-9, GAD-7) have TheraNest automatically calculate the total and track the scores over time for a client.

Guest over 5 years ago in Notes & Cases 15 Future consideration

5 VOTE

Manage my supervisees

As a supervisor, I need an easy way to see all outstanding clinical documentation for all of the staff that I supervise.

Katie Bade 8 months ago in Practice Management & Administration 0 Future consideration

55 VOTE

Notification for client portal account creation

Notify me when a client registers for the client portal so I can follow up with a phone call if they don't schedule an appointment.

Guest almost 7 years ago in Messaging & Notifications 14 Future consideration

72 VOTE

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 about 9 years ago in Billing & Payments 20 Future consideration

48 VOTE

Automatically delete appointments for archived clients

When I archive a client, automatically delete all of their upcoming appointments.

Guest about 6 years ago in Calendar & Scheduling 3 Future consideration

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