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Default clients page to my clients

When clicking the "clients" page, have it default to "my clients" vs "all clients".
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Access telehealth link from progress note

If the progress note I have created is linked to a telehealth appointment, allow me to access the telehealth link from within the progress note so that if I get disconnected I don't have to navigate away from the note I'm writing.
Guest over 4 years ago in Notes & Cases 1 Future consideration

Return to the Agenda after creating an invoice or note

If I create an invoice or note from the Agenda, then have TheraNest return me to the Agenda after I save the invoice or note so I can keep creating the invoices and/or notes for that day.
Guest almost 2 years ago in Calendar & Scheduling 1 Future consideration

Reschedule group appointments

Allow me to change the appointment status for a group appointment to "rescheduled" like I can with an individual appointment.
Guest almost 6 years ago in Calendar & Scheduling 1 Future consideration

Process payment and write off balance for multiple adjustment types

When processing an ERA, allow me to process the payment and write off the balance if there are multiple adjustment types.
Guest almost 2 years ago in Billing & Payments 0 Future consideration

Create refunds for non-credit card payments

Allow me to mark a cash, check, etc. payment as refunded in TheraNest rather than just applying a credit to a client's ledger.
Guest almost 2 years ago in Billing & Payments 2 Future consideration

Add treatment plan review date to the client's details page

When viewing the client's details, allow me to see the date of when their treatment plan needs to be reviewed.
Guest almost 3 years ago in Clients & Groups 0 Future consideration

Add page numbers to intake forms

Show page numbers when viewing the PDF of an intake form.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Ignore date range when running the closed cases report

Allow me to run a report that displays the closing disposition for all my closed cases. Right now I have to enter a date range and I want to see all cases without having to remember the date I need to enter.
Guest almost 2 years ago in Reporting 3 Future consideration

Report on staff caseloads

Allow me to run a report to view all active clients assigned to a staff member.
Guest over 5 years ago in Reporting 3 Future consideration