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TheraNest App

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Display Client ID in client sidebar section

No description provided
Guest about 5 years ago in Clients & Groups 0 Completed

change appointment status from Upcoming to cancel or no show from the calendar view

change appointment status from Upcoming to cancel or no show from the calendar view so I don't have to go into Dashboard and find a session that is 2-3 days away on the dashboard. Much easier and more convenient from the calendar view.
Guest over 10 years ago in Calendar & Scheduling 0 Completed

Add the ability to record a note for each claim

It would be very helpful to be able to enter a note next to every claim to assist with insurance payment follow up. Currently I keep a manual list of all claims submitted and my follow up in excel, so it creates 2 systems to update when something ...
Guest about 5 years ago in Billing & Payments 0 Completed

Add ability to customize information shown on client list

I would like for you show client location on client list. At the very least, let me select what's important for me to see at first glance on my client list.
Guest about 5 years ago in Clients & Groups 0 Completed

credit card

It's annoying to have to process a payment to add a credit card to someone's database.
Guest over 5 years ago in Billing & Payments 0 Completed

Add ability to send fully paid invoices to claims awaiting submission from ledger

No description provided
Guest over 5 years ago in Billing & Payments 0 Completed

Add easy reference insurance items to client details sidebar

I'd love to quickly see the clients insurance opposed to looking it up.
Guest over 5 years ago in Clients & Groups 0 Completed

Confirmation of receipt emailed to client

My understanding is that now when I accept a payment and apply it to an invoice, the client is automatically emailed a receipt of that payment. However, I do not get any notification that it has happened. It would be great to have the little confi...
Guest over 5 years ago in Billing & Payments 0 Completed

Display client preferred name on new/edit contact log view

Include client preferred name on Contact Log notes
Guest over 5 years ago in Notes & Cases 0 Completed

Enter custom relationship to client when "Other" is selected in "Relationship to Client" dropdown on Contact Log entry

Enter custom relationship to client when "Other" is selected in "Relationship to Client" dropdown on Contact Log entry. This would allow us to enter the most relevant option for this client.
Guest over 5 years ago in Notes & Cases 0 Completed