Issue: I work at a practice where I only see children. I have multiple families where I see sets of siblings. Theranest does not allow clinicians to use the same (parent) email for multiple children. It will not allow me to add a parent to the con...
Filter by one or more appointment statuses under batch invoicing
Allow me to show/hide invoices that are linked to no-shows, rescheduled, and canceled appointments when using the batch invoicing feature. I may want to hide them all or only hide cancellations.
Add ability to duplicate existing appointment and appointment details
It would be helpful to be able to copy a calendar appointment and maybe drag it to another date and time on the calendar, without having to input all the information again.
Show payer from insurance ERA payments on payment details
I would like for there to be options on the insurance payments to show which insurance company is making the payment when I create the payment on my client's invoice. The payer should automatically show up on the payment.
I would also like to be ...
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.
2
Future consideration
