TheraNest App

Showing 1805 of 1967

15 VOTE

Assign custom forms to specific clients

I would like to be able to assign specific custom forms to specific clients instead of them seeing all forms.

Guest almost 6 years ago in Notes & Cases 3 Future consideration

9 VOTE

Add review date to dynamic forms

Allow me to add a review date to dynamic forms so I can be reminded of when I need to review them/update them.

Guest over 3 years ago in Dynamic Forms / Notes & Cases 6 Future consideration

9 VOTE

Add addendum to dynamic forms

Allow me to add an addendum to dynamic forms.

Guest over 3 years ago in Dynamic Forms / Notes & Cases 0 Future consideration

11 VOTE

Running reports by specific client demographics

Being able to run reports generated by specific criteria would be extremely useful! For instance, I'd really like to send a mass email to clients who are covered by one insurance provider. My only option is to export all clients or active clients ...

Guest over 4 years ago in Reporting 0 Future consideration

9 VOTE

Make it easier to add a referral source to a client without navigating away

Make it easier to add a referral source to the client's chart so that I don't have to navigate away from the client's chart to add it.

Guest over 3 years ago in Clients & Groups 2 Future consideration

10 VOTE

ledger view - payment history

new updates are very time consuming to keep flipping between the tabs when you are trying to determine where the latest insurance payment was credited. Please at the least put the payment dates back on the fully paid invoice tab

Guest almost 4 years ago in Billing & Payments 1 Future consideration

4 VOTE

Store and send external telehealth link

Allow me to store external telehealth links on a client appointment and send that link with appointment reminders.

Guest over 1 year ago in Calendar & Scheduling 1 Future consideration

8 VOTE

Add deductible column to the export data report

When running the Export Data report, allow me to see the client's deductible.

Guest about 3 years ago in Practice Management & Administration 2 Future consideration

21 VOTE

Offer EAP as insurance option

Could you add Employee Assistance Programs as an Insurance Option and allow the number of sessions completed with the number of sessions covered (eg 1/5) to show where the copay would normally show? Perhaps a flag could appear on the final visit p...

Guest over 8 years ago in Billing & Payments 2 Future consideration

11 VOTE

demographics analysis by location

Add a feature to demographics analytic reports be able to analyze client data by location or address

Guest over 4 years ago in Reporting 3 Future consideration

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