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Customize detailed client report

Allow ability to customize, add/take away columns in the detailed client report.
Guest over 5 years ago in Reporting 2 Future consideration

Organize clients lists

Allow me to organize active and archived clients into groups, folders, or with tags. We offer different services and I'd love to be able to pull up a list of clients who receive a certain service.
Guest over 3 years ago in Clients & Groups 3 Future consideration

Display status of client portal invite in client list

Please create either ability to filter the client list on the portal management page and/or the ability to pull a report (perhaps under detailed client) that shows the client's status in the portal (active/inactive) - this idea would be preferred ...
Guest almost 5 years ago in Clients & Groups 0 Future consideration

Notify me if an email was undeliverable

I invited a client to the portal and then later realized I entered the wrong email address. Have TheraNest send me a notification if an email I attempt to send was undeliverable.
Guest about 4 years ago in Messaging & Notifications 2 Future consideration

Option to open new case when unarchiving client

When unarchiving a client a new case is automatically opened, but sometimes we don't need a new case we want to open the previously closed case. Allow me the option to either open a new case or open a previously closed case when unarchiving a client.
Guest about 4 years ago in Clients & Groups 0 Future consideration

Connect to NC HealthConnex

Allow me to send and receive patient data over NC HealthConnex.
Guest almost 5 years ago in Practice Management & Administration 2 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 over 3 years ago in Notes & Cases 0 Future consideration

Display location on appointment blocks in calendar

When viewing appointments on the calendar, have the location displayed on the appointment block so I know where my therapists are or where I need to be without having to open the appointment.
Guest over 6 years ago in Calendar & Scheduling 6 Future consideration

Remove reply-to email when sending invoices and statements

Remove my email address as the sender when I email a superbill or statement to the client. The sending email is a "do-not-reply", but it lists my name and email address as the "reply-to" email so clients reply to me.
Cindy Hooper almost 5 years ago in Billing & Payments 0 Future consideration

Payroll Report by Assigned Staff

Is it possible to have the Payroll Report have an option to show by Assigned Staff? A lot of the insurance companies are rejecting claims for non-licensed therapists when we are putting the supervisor under the Referrer on the claim. We have had ...
Guest over 4 years ago in Reporting 3 Future consideration