Allow me to run a report that displays all the deposits and withdrawals made from TheraNest out of my bank account so I know I can track the transactions related to client refunds, credit card processing fees, subscription fees, etc.
Allow me to see the appointment staff from the claim tabs (e.g., Claims Awaiting Submission, Submitted, etc.) so if I have a question about the DOS or need the progress note completed I know who to reach out to.
Choose which email when sending invoices and statements
If a client has more than one email address on file or hs a contact in their contact network with an email address on file, allow me to select which email to send the invoice, superbill, or statement to.
Allow me to assign permissions to certain staff to make schedule changes. We don't want certain staff members the ability to edit or delete appointments.
4
Future consideration
