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TheraNest App

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169 VOTE

Accept ACH payments from clients

In addition to the credit card options for payments, allow my clients to make payments using ACH.
Guest about 8 years ago in Billing & Payments 20 Future consideration

Allow to duplicate questions on dynamic forms

It would be nice if we could duplicate questions and responses on dynamic forms.
Guest 19 days ago in Dynamic Forms 0 Future consideration
181 VOTE

Client birthday reminders

Remind me when it's a client's birthday so that I can wish them a happy birthday during our next session.
Guest about 9 years ago in Messaging & Notifications 26 Future consideration
139 VOTE

Provide automatic alerts for missing progress notes

It would be helpful to be able to select a client and the system automatically alert you to missing progress notes.
Guest almost 7 years ago in Messaging & Notifications 4 Future consideration
145 VOTE

Print work or school excuse notes from Agenda

It would be very helpful to have something on the Agenda that would let us print appointment excuses for school and work.
Guest over 7 years ago in Calendar & Scheduling 8 Future consideration
140 VOTE

Apply batch write-offs to remaining balances due across different client ledgers

Add new feature that allows me to apply multiple write-offs in bulk to remaining balances due from a single page, instead of having to apply each one to individual invoices from separate ledgers. This would let me apply a batch of client or insura...
Marla Deibler about 7 years ago in Billing & Payments 17 Future consideration
189 VOTE

Expand features for handling child/minor clients (notes, contacts, intake etc.)

Create a separate feature for reminder calls & email that include a parent contact. or a box that differentiates between a child client versus an adult client, therefore insurance information and contact information would be specialized. It w...
Guest over 9 years ago in Clients & Groups 28 Future consideration

Modify multi-staff appointments for all members

After creating a multi-staff appointment or event, a block gets created on every member's calendar. If I want to delete the event, I have to delete each one individually, but I may want to edit, or delete the event for all group members.
Guest over 1 year ago in Calendar & Scheduling 4 Future consideration

Exclude insurance amounts from invoice aging report

Allow me to exclude insurance due amount from the invoice aging report and just show the client balances.
Lisa Briggs about 1 month ago in Reporting 0 Future consideration

Indicate preferred contact method in client's chart

When viewing a client's details, allow me to see which contact method is preferred by the client so I know which method to use first.
Guest over 1 year ago in Clients & Groups 3 Future consideration