1. Provider App

It would be helpful to quickly be able to reference patients DOB on the page with the insurance info, since when calling and checking with insurance they ask for the birthday.

Current, if the client portal login link displayed anywhere publicly anyone who clicks that link can sign up for a Client Portal account and become a client. They will be added to the Provider's client list as well. Would like to prevent non-estab...

After I sign a contact note, I often want to return to the contact log page, but I have to return to the "Notes" section and then click on the tab for "Contact log" again. Please add a return to contact log button to make this an easier workflow.

If I'm working in a client's invoice and click "save", have it stay on the invoice instead of taking me back to the ledger.

Add column for Client ID to all Claims grids

I want my org phone number printed on client statements, so that my clients can call directly with any questions. This will speed up collections time and avoid client confusion.

The rendering NPI # should show up on the Superbill in addition or instead of the clinician's Lic #. Insurance cos seem to only be concerned with Tax ID and NPI #'s. I know that the rendering NPI was added to the statements, but adding them to the...

Allow me to group a client's appointments onto a single claim from batch invoicing so I don't have to go to the individual invoice to make this selection.

If I start a progress note from the agenda, then after I sign it have TheraNest return me to the agenda.

When working in Manual Insurance Payments, if I've started to enter write-offs and payments but realize I may have missed a service date in the payment, allow me to adjust the date filter without losing all the data I've entered.