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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 about 6 years ago in Notes & Cases 26 Completed

Make dropdown dynamic form element required

Almost all fields in the custom forms and new dynamic forms allow the creator to "require an answer" except the dropdown fields. Please add this option so that patients are required to make a choice among the dropdown options.
Guest almost 4 years ago in Notes & Cases 16 Completed

Allow viewing archived client contact information

many times we archive clients that have not been seen in a while. When they contact us to be seen again, it would be nice to be able to see their details without underachieving.
Guest over 6 years ago in Clients & Groups 18 Completed

Filter client list by client flags

When viewing the client list, allow me to customize the grid to include any client flags and allow me to sort/filter by the flags.
Guest over 2 years ago in Clients & Groups 14 Completed

Option to turn off automatic ERA processing

Allow me the option to turn off the automatic processing of ERAs.
Guest over 2 years ago in Billing & Payments 25 Completed

Allow zero dollar insurance payments

As a biller, it is essential that we can document zero dollar payments from insurance as part of the client's ledger. This is often the documentation we need to then bill a secondary insurance. Note of zero dollar payment should be able to have pa...
Guest about 7 years ago in Billing & Payments 3 Completed

Add reason field for rescheduled appointments

Allow me to enter a reason if I reschedule an appointment.
Guest over 1 year ago in Calendar & Scheduling 6 Completed

Track client's insurance history

Have a way to keep track of old insurances. When a client switches insurance, you just have to delete their old one. There's no way to keep track of what insurance they had and when, if they switch. If we were allowed to archive insurance plans in...
Guest over 8 years ago in Clients & Groups 22 Completed

Archive Custom Forms

Add the ability to take an old custom form out of circulation without deleting all the same type of custom forms that have been filled out and are filed in active consumers charts
Guest over 6 years ago in Notes & Cases 22 Completed

Send Appointment Reminder Response Notifications via Email/In App Alert

I want to be instantly notified how my clients respond to appointment reminders. It's useful for me to know whether the appointment has been confirmed, cancelled or if my client has responded with any other reply in cases of distress. I'd like to ...
Guest about 6 years ago in Messaging & Notifications 15 Completed