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Track staff license expiration

Allow me to track when a staff member's license expires so I can make sure to follow up with them and update it in the system.
Guest about 3 years ago in Practice Management & Administration 4 Future consideration

Notify staff when they have been assigned a new client

Send a notification to the staff member when a new client or prospective has been assigned to them.
Guest almost 6 years ago in Messaging & Notifications 9 Future consideration

Add staff email as an available placeholder for reminder templates

Allow me to include the staff member's email address in the appointment reminder templates. If one of our clients needs to reach out about their appointment they need to reach out to the staff member directly.
Guest over 1 year ago in Practice Management & Administration 3 Future consideration

Unsubscribe from pop-up alerts

Allow me to unsubscribe from all pop-up alerts in TheraNest.
Guest over 2 years ago in Practice Management & Administration 6 Future consideration

Prevent staff from viewing a specific client

Allow me to lock a specific client's profile that prevents other staff from viewing their information. Sometimes we may get a client that one of us knows personally, and we don't want to change everyone's permission but just prevent them from view...
Guest over 2 years ago in Clients & Groups 2 Future consideration

Filter clients when sending a secure message

Filter clients by certain attributes (e.g., self-pay, has insurance, etc.) when sending a secure message to multiple clients.
Guest about 2 years ago in Messaging & Notifications 3 Future consideration

Customize groupings in Retention Rate report

When viewing the Retention Rate report, allow me to customize how the columns are grouped. For example, I may want one column to show 1-3 appointments, rather than 2-5.
Guest over 1 year ago in Reporting 1 Future consideration

Mark payouts as "paid" in the payroll data export

When running the Payroll Data Export, allow me to mark items as paid out like I can in the Payroll by Rendering Provider report.
Guest almost 3 years ago in Reporting 2 Future consideration

Display client's self pay amount in Calendar and Agenda

When a client has insurance, the amount of the copay shows up on the calendar next to the client's appointment. This is helpful, so the therapist can see what is owed. However, if the client is self-pay, the fixed sliding scale rate does not show ...
Guest about 6 years ago in Calendar & Scheduling 3 Future consideration

Save draft of treatment plan before adding goals

If I fill out a client's treatment plan and then click to add a goal, none of that information is saved. Since the goal button is right in the document I often forget to click the "save" button. The draft should save automatically when moving to a...
Guest about 3 years ago in Notes & Cases 2 Future consideration