TheraNest Ideas Portal
ADD A NEW IDEA

TheraNest App

Showing 1805 of 1967

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

Convenience Fee for Processing Credit Cards

Instead of Charging the Credit Card Fee to me as the Provider. I'd like an option for the Client to cover the processing fees. Many businesses have the client cover the cost of processing the card.
Guest over 7 years ago in Billing & Payments 8 Will not implement

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

Custom appointment reminders per provider

As a provider, allow me to customize one appointment reminder template that my clients receive. Right now, the organization customizes the message, but I'd like to change it for my clients only.
Guest over 3 years ago in Clients & Groups 5 Future consideration

Electronic New Hire Paperwork

Allow Staff to electronically sign and upload new hire paperwork and other documents related to employment. Create an HR level permission with - and separate from- Administrative.
Guest almost 5 years ago in Practice Management & Administration 0 Future consideration

Add archived client to prospective clients list

Instead of unarchiving a client and making them active, allow me to add them to the prospective clients list.
Guest almost 3 years ago in Clients & Groups 3 Future consideration