ADD A NEW IDEA

1. Provider App

Showing 1837 of 2013
188 VOTE

Client birthday reminders

Remind me when it's a client's birthday so that I can wish them a happy birthday during our next session.
Guest over 9 years ago in Messaging & Notifications 26 Future consideration
170 VOTE

Accept ACH payments from clients

In addition to the credit card options for payments, allow my clients to make payments using ACH.
Guest over 8 years ago in Billing & Payments 20 Future consideration
196 VOTE

Expand features for handling child/minor clients (notes, contacts, intake etc.)

Create a separate feature for reminder calls & email that include a parent contact. or a box that differentiates between a child client versus an adult client, therefore insurance information and contact information would be specialized. It w...
Guest almost 10 years ago in Clients & Groups 28 Future consideration
145 VOTE

Apply batch write-offs to remaining balances due across different client ledgers

Add new feature that allows me to apply multiple write-offs in bulk to remaining balances due from a single page, instead of having to apply each one to individual invoices from separate ledgers. This would let me apply a batch of client or insura...
Marla Deibler over 7 years ago in Billing & Payments 17 Future consideration

Increase frequency of Google calendar syncing

Allow me to choose how often my TheraNest calendar syncs with my Google calendar.
Guest almost 4 years ago in Calendar & Scheduling 16 Future consideration

Specify what diagnosis codes my practice can use

Limit the diagnosis codes specific to the practice. There are too many Dx codes available that are not billable for a provider's level of licensure. Please allow the ability to restrict what codes may be selected in order to prevent codes that can...
Allison zBouie 4 months ago in Notes & Cases 0 Future consideration

Display client's secondary insurer copay in the client's details and ledger

If a Client has a Secondary Insurer, display the Secondary Insurer copay along with the Primary Insurer copay on the Client Details page and within the Client's Ledger.
Tiffany Cornilsen 6 months ago in Billing & Payments 0 Future consideration

Allow Invoice Processing to add Invoices with a $0 balance to Claims Awaiting Submission

Add the ability for Invoice Processing billing automation to add Invoices with a $0 balance to Claims Awaiting Submission.
Admin RWWC 2 months ago in Billing & Payments 0 Future consideration

Indicate preferred contact method in client's chart

When viewing a client's details, allow me to see which contact method is preferred by the client so I know which method to use first.
Guest over 1 year ago in Clients & Groups 3 Future consideration

Archive intake forms

Allow me to archive intake forms so they no longer show up in our list.
Guest about 3 years ago in Practice Management & Administration 14 Future consideration