1. Provider App

Allow me to run the service billing report by service date, rather than invoice date, so I can see what I billed on each date.

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...

When running the No Show Appointments report, allow me to view the reason if one was entered, similar to the Canceled & Rescheduled Appointments report.

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.

If I enable the setting for a staff member to only view their personal calendar, then remove the staff member display order under the staff member's Preferences. I want to keep the names of our staff members private.

It would be helpful if staff could receive an alert whenever an administrator or another staff person adds a document to the client's clinical documents and when an administrator adds a document to the staff's document tab

Allow me to create non-billable service types that I can add to client appointments but are not added to the invoice when created.

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.

As an admin allow me to receive alerts for certain actions recorded in the activity log.

Allow me to view some billing information, (e.g., the amount that was billed, amount paid, etc.) when running the detailed attendance report.