If I apply filters to a grid in TheraNest (e.g., Clients list, Contact Log entries, etc.) then have TheraNest remember those filters so that they are still applied when I return to the grid.
Karambir Khalsa
8 months ago
in Clients & Groups
0
Future consideration
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
about 5 years ago
in Notes & Cases
1
Future consideration
Assign staff to case when appointment is scheduled
Have the staff member automatically assigned to a client's case when the appointment is scheduled so that we don't have to add them manually and so it doesn't create a duplicate case when the staff creates a progress note.
Guest
almost 4 years ago
in Notes & Cases
0
Future consideration
It would be great if the Billing Notes box on the Bill To and Insurance info tab and the client's ledger would be as large as the text within it - instead of having to drag the box to make it large enough to see the contents