When new clients click the "New Appointment" link, they are able to schedule an appointment, create a portal account, and all intake forms marked as "Default" are automatically sent to their portal account. Allow me to select which forms are sent ...
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
about 2 years ago
in Reporting
3
Future consideration
When a client makes a payment through the client portal, if they also include a note with the payment then show the note on the payment alert that I receive in TheraNest.
Allow me to add notes to claims that are awaiting submission. I may be working some claims and waiting on things before submitting and I want to notate those claims so they don't get submitted.
Document if the client owed amount has been sent to collections
Allow me to track client amounts due, days since owing, last contact, etc. This would allow users to efficiently track clients that owe and follow a clear collections path when needed.
Allow me to run a report that shows all the pending forms for the clients that are assigned to me so that I don't have to go into each client's chart individually.
Guest
over 3 years ago
in Reporting
1
Future consideration
Allow me to set a default place of service for each staff member. We have some staff members that exclusively provide home visits and it would be nice for them not to have to change it every time.
0
Future consideration
