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.
Offer one-on-one training when setting up TheraNest or onboarding new staff so they can learn the correct way to document, file claims, etc. Some people learn better with direct instruction rather than by watching videos or reading articles.
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
Allow org admins to set a staff's calendar preferences
The director should be able to set calendar preferences for staff. It would be much quicker for one person to be able to set this up than training and waiting for each staff member to do this on their own.
When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.
Guest
about 2 years ago
in Clients & Groups
2
Future consideration
After creating a recurring event on the calendar, allow me to edit the title of the event/series after. Right now I can only edit a single occurrence, but not the name/title of the whole series.
Create an appointment reminders schedule per client
Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.
Guest
about 2 years ago
in Clients & Groups
3
Future consideration
1
Future consideration
