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TheraNest App

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Reminder for when clinic forms need to be updated

Allow me to set a reminder for when a patient's intake or HIPAA forms need to be updated. There are some forms that we need to have clients sign yearly.
Guest almost 4 years ago in Notes & Cases 3 Future consideration

Create new claim tab after paid/processed

Create a new claim tab after the Paid/Processed tab that I can move claims into manually once I've verified that they've actually been paid.
Guest over 1 year ago in Billing & Payments 1 Future consideration

Import Clients Default Location and Provider

Please add a field that automatically includes the client's default location and assigned provider during import of client lists.
Guest 7 months ago in Clients & Groups 0 Future consideration

Send therapists their schedule each day via email

As a therapist, allow me to receive a daily email of my schedule.
Guest over 10 years ago in Calendar & Scheduling 6 Future consideration

Create multi-select dropdown form element that only displays selected responses

Allow me to insert a multi-select dropdown form element where a client can select more than one response, but only their selected responses are displayed on the form.
Toni Aswegan 7 months ago in Notes & Cases 0 Future consideration

Export Dynamic Form data to Excel

Allow me to export completed dynamic form data to excel so we can aggregate certain information for research purposes.
Guest almost 3 years ago in Dynamic Forms / Reporting 1 Future consideration

Create all the day's invoices from the Agenda

Allow me a quick way to create all the invoices from today's appointments from the Agenda.
Guest over 1 year ago in Calendar & Scheduling 1 Future consideration

Indicate if no credit card is on file

When accepting payment and selecting Credit/Debit Card, indicate if there is no credit card on file. We've had therapists accidentally select this thinking they are charging the client's credit card and then we have a discrepancy with the credit c...
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Allow copying and pasting text from secure messages

Allow me to copy and paste information that is sent or received from a secure message. Sometimes we have standard messages that we send clients and it would be easier to copy and paste from an old message.
Guest about 6 years ago in Messaging & Notifications 1 Future consideration

Clear or Hide Batch Payment Errors

When processing Batch Payments, add the ability to clear or hide batch payment errors that have been previously addressed to accurately display the remaining errors.
Guest 7 months ago in Billing & Payments 0 Future consideration