1. Provider App

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

When I'm viewing a client's ledger and all of their open invoices, allow me to see the place of service code associated with each invoice.

We need a way to be able to track voids and refunds - especially when voids end up processing as refunds (as happened to us recently). If they could show on the Credit Card Charges report, that would be great; if not, a separate stand-alone report...

Ability to have more than one bank account that will receive the payment when accepting credit payments. This can be based on user log in. This is useful when operating under an umbrella company but individual providers are sole proprietorship wi...

Allow me to move a progress note to a different case for the client because sometimes it gets saved to the wrong case.

If TheraNest is down, notify me so I'm aware of the issue.

Adding a line on the calendar would be helpful to display the actual time. Many times, as a receptionist, I pull up different pages on Theranest and go back to the calendar, taking a few seconds to search the page for the correct appointments sche...

Don't allow me to invoice upcoming appointments as this can lead to incorrect charges if the invoice is created and the client doesn't keep the appointment.

On the initial assessment, there are certain fields that have a drop-down selection before a text box (i.e., Is Client Appropriate For Agency Services?, Special Needs Of Client, Contract/Safety Plan, Cultural Variables?, and Educational Or Vocatio...

Allow admins to run a report to see who performed an eligibility check and on which clients.