ADD A NEW IDEA

1. Provider App

Showing 378
124 VOTE

Add addendum to signed clinical notes

Add addendums to progress notes, treatment plans, initial assessments and custom forms after these documents have been signed and locked.
Guest over 8 years ago in Notes & Cases 26 Completed

View payer on batch invoicing

When creating new invoices under Batch Invoicing, allow me to view the client's primary payer.
Guest over 3 years ago in Billing & Payments 12 Completed

Display client's time zone in appointment reminders

We service clients in other states and in different time zones than our organization. Include a time zone in appointment reminders because sometimes clients call confused because no time zone is displayed and they think there's been a scheduling m...
Guest almost 4 years ago in Clients & Groups 10 Completed
120 VOTE

Archive button on client detail screen

Please allow archiving and unarchiving from client details rather than the client list.
Leroy Miller about 9 years ago in Clients & Groups 13 Completed

Send appointment reminders more than once

Allow me to set up appointment reminders so they get sent more than once before the client's appointment. For example, I may want to send a reminder two days prior and one day prior.
Guest over 6 years ago in Messaging & Notifications 14 Completed

Split client & insurance balance due on Agenda

The Agenda's Balance Due section needs to be split between client amount due & insurance amount due. With just the bulk sum on there it's pretty useless because you still have to go into the client's account to decipher if they actually owe an...
Guest over 6 years ago in Calendar & Scheduling 18 Completed

Add option to "view all" in client appointment history page

Please allow us to select "see all appointments" when looking at the client's appointments list in their profile.
Guest almost 7 years ago in Clients & Groups 20 Completed

Add color coding to service types to display in the Calendar

It would be really helpful if different service types could be color coded on the calendar. For example, if an initial assessment (90791) could be a different color from a 60 minute follow up session (90837) it would allow me to look at my weekly ...
Guest over 5 years ago in Calendar & Scheduling 3 Completed

Add view for "All" clients in Client List

Add an additional filter to the client list that let's us see both active and archived clients in the client list.
Guest almost 5 years ago in Clients & Groups 10 Completed

Make progress note Creation Date optional

HI there! I love using Theranest to input my client notes but the new "creation date" feature is not my favorite. I often write notes by hand and enter them in later when I have time. This feature makes progress notes inflexible and could potentia...
Guest over 6 years ago in Notes & Cases 26 Completed