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
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.
Create graph for closing disposition of the closed Cases report
Allow me to create a graph of the closing disposition from the Closed Cases report so I can see percentages for the reason why clients have left the practice without having to calculate this manually.
Guest
over 1 year ago
in Reporting
1
Future consideration
Allow me to choose how often the billing automation features run. Currently they run every night, and we'd like for them to run more frequently so we can get claims out the door faster.
Starlain Saldana
about 1 year ago
in Billing & Payments
1
Future consideration
Add "other" option to dropdown and multi-select form elements
When creating a dynamic form I would like an "other" category in the dropdown and multi-select form elements that would allow the client to fill in a different answer that's not in the list.
Guest
7 months ago
in Dynamic Forms
0
Future consideration