Add the client's payers to the Detailed Client report so I can break our clients down by insurance categories. The Export report has information that I don't need and I want to run the report within TheraNest.
Guest
almost 3 years ago
in Reporting
3
Future consideration
When a new client is added in TheraNest it's recorded in the activity log, but I can't search for that action. Allow me to search for new clients added so I can quickly filter the list of activities.
When running the No Show Appointments report, allow me to view the reason if one was entered, similar to the Canceled & Rescheduled Appointments report.
Guest
over 3 years ago
in Reporting
1
Future consideration
Auto-populate service location to note and invoice
Please allow a way for service location to auto populate to match the DOS on the note AND invoice. The current workflow is causing a lot of rejections due to providers not remembering to update the location on notes.
Guest
over 3 years ago
in Notes & Cases
1
Future consideration
Allow me to sync all my staff's calendars to my Google calendar so I can see all appointments from my Google calendar without having to open TheraNest.
Please give the option to personalize skin tone on the emojis in Practice Chat. It would be really amazing for our BIPOC community to be able to express themselves in the skin color that they belong in.
