TheraNest App

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Upload image file as signature

Allow me to upload a jpeg or image file of my actual signature and use that for signing notes.

Guest about 11 years ago in Practice Management & Administration 13 Completed

Ability to put in insurance payments as a batch and apply to multiple client invoices

Sometimes an insurance payment will be for more than one client. I think it would save time and eliminate user error if there was a way to input a batch insurance payment and be able to apply it to invoices of multiple clients.

Guest over 9 years ago in Billing & Payments 21 Completed

22 VOTE

Add multi-select form element

Allow me to add a form element to Dynamic Forms that allows me or the client to check multiple options under a question.

Guest almost 3 years ago in Clients & Groups 15 Completed

46 VOTE

Organize credit cards on file and manually select default credit card

Add ability to choose a default client credit card.

Guest about 6 years ago in Billing & Payments 12 Completed

2 VOTE

Preferred time scale in minutes should apply to time increments when adding a new appointment

With the new scheduling/calendar features, have my time scale in minutes preferences translate to the time picker when creating an appointment. If I click the up or down arrow when setting the time, it should increase or decrease by the value set ...

Vera Ginsburgs 3 months ago in Calendar & Scheduling 0 Completed

59 VOTE

Indicate cancelled appointments in synced calendars

When a session is marked cancelled, it would be nice if this was indicated when the calendar syncs with google calendar

Guest about 8 years ago in Calendar & Scheduling 11 Completed

72 VOTE

Make Client Details printable

A sorely missing feature in TheraNest is the ability to print Client Details, whether for an individual client, selected clients, or for all clients. These printable lists should include all the info in Client Details that would be needed for refe...

Guest about 10 years ago in Clients & Groups 4 Completed

48 VOTE

Allow exporting Client List to PDF/CSV

Allow me to download the client list as a PDF or CSV file.

Guest over 6 years ago in Clients & Groups 8 Completed

10 VOTE

Bill by location NPI and Tax ID

Allow me to bill using a different NPI and tax ID rather than the one that's set for my organization.

Guest over 1 year ago in Billing & Payments 5 Completed

28 VOTE

Payroll Report by Appointment Staff

Have the option to run the Payroll Report by Appointment Staff

Guest almost 4 years ago in Reporting 8 Completed

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