1. Provider App

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Sort by service date in manual insurance payments

Allow me to sort the search results by service date when working in Manual Insurance Payments.

Guest 7 months ago in Billing & Payments 0 Future consideration

Select Appointment Types for Calendar Sync

Allow Users to select which Appointment Types should be included when syncing external calendars (Google/iCal) with TheraNest.

Michael Blecher 7 months ago in Calendar & Scheduling 0 Future consideration

6 VOTE

Create drop-in group appointments

We have group appointments at our practice where clients can just drop in, so it may not be the same clients every week. Make an easier way to accomplish this in TheraNest rather than having to edit the group members every time.

Guest about 3 years ago in Calendar & Scheduling 3 Future consideration

4 VOTE

Show client flags in batch payments

Allow me to view client flags in batch payments. We have certain clients that have special circumstances and cannot process their cards. I'd like to exclude these clients when running batch payments.

Guest about 2 years ago in Billing & Payments 1 Future consideration

6 VOTE

Add treatment plan review date to the client's details page

When viewing the client's details, allow me to see the date of when their treatment plan needs to be reviewed.

Guest over 3 years ago in Clients & Groups 0 Future consideration

8 VOTE

List resources for referring clients to other professionals

I often refer clients to other professionals for added services. I would like a designated place for me to add the contact information of these professionals for easy accessibility. This would be a general list not necessarily linked to a particul...

Guest over 4 years ago in Notes & Cases 1 Future consideration

9 VOTE

Add page navigation to top of clients list

When viewing the list of clients, allow me to click to view the next page at the top of the list rather than having to scroll down to the bottom.

Guest almost 5 years ago in Clients & Groups 2 Future consideration

4 VOTE

Hide canceled and no-show appointments when creating batch statements

Allow me to hide canceled, no-show, and rescheduled appointments from appearing on batch statements. We give superbill-level statements to our clients to submit to insurance and having these appointments on there is causing some confusion with the...

Guest about 2 years ago in Billing & Payments 0 Future consideration

4 VOTE

Deductible ERA Functionality

As a biller, it would be more efficient if the 0.00 pays related to the deductible would automatically adjust the client amount due based on the information sent on the ERA.

Guest about 2 years ago in Billing & Payments 3 Future consideration

3 VOTE

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