ADD A NEW IDEA

1. Provider App

Showing 1639
200 VOTE

Mark claims "paid" on the client Ledger

When insurance payment is entered manually and the claim is marked "paid" on the submitted claims page, it would be beneficial for the "paid" status to show on the client's Open Invoices page. Right now it says "submitted" on the client page even ...
Guest over 7 years ago in Billing & Payments 22 Future consideration

Specify date on treatment plans

When I create a treament plan, allow me to specify the date of the treatment plan rather than it defaulting to the date the case was open.
Lillian Outlaw 6 months ago in Notes & Cases 0 Future consideration
215 VOTE

Schedule recurring/automatic payments

For clients that are on payment plans, allow me to set up scheduled or recurring payments for a set amount.
Guest about 8 years ago in Billing & Payments 54 Future consideration
126 VOTE

Notify me when client turns 18

Notify me when a client turns 18 as there are new forms/protocols that need to be filled out as they transition to adult counseling.
Guest almost 5 years ago in Messaging & Notifications 13 Future consideration
250 VOTE

Add Progress Notes from the Calendar

It would make it easier to write a note from the calendar instead of having to go into each individual client or the agenda.
Guest over 9 years ago in Calendar & Scheduling 39 Future consideration

Add Attachment Questionnaire to Dynamic forms

Add the Attachment Questionnaire as a default Dynamic Form.
JULIE BRISENO 15 days ago in Dynamic Forms 0 Future consideration
239 VOTE

Autosave client details

When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.
Guest over 9 years ago in Clients & Groups 49 Future consideration
233 VOTE

More granular permission levels

Have TheraNest modify the permissions levels to be more granular so we can select specific functions the individual can perform rather than multiple functions activated under a single role.
Guest about 9 years ago in Practice Management & Administration 61 Future consideration

Add Addendums for Closed Cases

Add the ability to add addendums to closed Client Cases. This would be beneficial when documenting communication with past clients requesting documentation, references, etc. as it would accurately more accurately track Case activities after they a...
Starlain Saldana 3 months ago in Notes & Cases 0 Future consideration
155 VOTE

Greater distinction for canceled appointments

When viewing the calendar, it's hard to distinguish between the cancelled appointments and other appointments because they appear in the same bright color. Have a way for the cancelled appointments to still be shown on the calendar, but with a gre...
Guest over 6 years ago in Calendar & Scheduling 17 Future consideration