ADD A NEW IDEA

1. Provider App

Showing 1837 of 2013

Cancel all client appointments if family appointment

If the appointment is associated with a family case, allow me to cancel the entire family appointment for everyone rather than having to update the status for each individual on the appointment.
Guest about 6 years ago in Calendar & Scheduling 1 Future consideration

Display service type description on progress notes

Have the service type description appear on progress notes so clients can see what the code is.
Guest over 2 years ago in Notes & Cases 1 Future consideration

Assign a primary therapist to a case

Allow me to assign a primary therapist to a case so I can more accurately report on caseloads.
Guest over 2 years ago in Notes & Cases 3 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 about 2 years ago in Calendar & Scheduling 1 Future consideration

Select forms when using "New Appointment" link

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 ...
Guest almost 5 years ago in Practice Management & Administration 0 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 about 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 about 2 years ago in Billing & Payments 2 Future consideration

Require documentation to be completed within a given timeframe

Allow me to set a timeframe for when providers need to complete progress notes, initial assessments, and treatment plans and send them a notification.
Guest over 3 years ago in Notes & Cases 1 Future consideration

Show client note on payment alert

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.
Guest almost 5 years ago in Messaging & Notifications 0 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 about 2 years ago in Reporting 3 Future consideration