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 ...
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.
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
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...
Add filters to batch statements that let me easily see which statements haven’t been emailed or aren’t available to clients on the Client Portal. This would help me quickly identify which ones still need to be printed and mailed.