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Report on un-collected co-pays

Allow me to run a report that shows any co-pays that haven't been collected.
Guest over 2 years ago in Reporting 1 Future consideration

Prevent starting future telehealth sessions

Only allow telehealth sessions to be started within a certain time frame. We've had providers and clients accidentally start future telehealth sessions.
Guest over 3 years ago in Calendar & Scheduling 2 Future consideration

BCC additional emails when sending payment receipts

If there are multiple email addresses on file to send receipts to when a credit card is charged, don't display all email addresses in the "To" field when the receipt is sent. Sometimes we see children of divorced parents who have contentious relat...
Guest over 1 year ago in Billing & Payments 0 Future consideration

View deactivated staff name under assigned staff in client list

We would like the ability to see who the client saw, even when the staff has been deactivated. For example: if a client decides to return, we can't tell from the archived client list which staff previously saw the client.
Guest about 4 years ago in Clients & Groups 3 Future consideration

Edit date added in prospective clients list

When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Practice website

Have TheraNest offer a website builder that merges my website and the software, similar to the ones offered by TherapyTribe or Simple Practice.
Guest almost 4 years ago in Practice Management & Administration 1 Future consideration

Add special characters to secure messages

I would like to be able to add special characters. We have a multilingual clientele and we sometimes send them the portal in portuguese/spanish and we need to use special characters but the portal does not allow it.
Guest about 4 years ago in Messaging & Notifications 2 Future consideration

Add ethnicity field to client details

When filling out a client's details, allow me to add their ethnicity as well as their race.
Guest over 3 years ago in Clients & Groups 3 Future consideration

Support digital pens for clinical documentation

Allow me to write my clinical documentation using a digital pen/stylus (e.g., iPad pen).
Guest over 3 years ago in Notes & Cases 3 Future consideration

Display progress note status when creating invoices

When I create an invoice for a client, allow me to see if the progress note has been completed so know if I can submit the claim.
Guest almost 3 years ago in Billing & Payments 1 Future consideration