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Create cancellation status for holidays

Allow me to update an appointment and mark it as canceled due to a holiday to distinguish this type of cancellation from a client cancellation.
Guest over 2 years ago in Calendar & Scheduling 2 Future consideration

Alert me when a credit card is declined

Send me an in-app alert when a client's credit card is declined or have the alert appear on the client's ledger so I can make sure to update the information as I'm working in the client's profile.
Guest over 2 years ago in Billing & Payments 0 Future consideration

View when credit cards were updated

When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Allow ERA to auto process with posted client payment

When you automate ERA processing, an ERA will not auto process if there is a client payment posted to an invoice. Our practice collects copays and coinsurance at time of service, so the vast majority of our invoices have client payments posted to ...
Guest 9 months ago in Billing & Payments 0 Future consideration

Copy place of service from last note when copying note from previous session

When I copy a progress note from the previous session, have the place of service copy forward rather than defaulting to the default POS.
Guest 9 months ago in Notes & Cases 1 Future consideration

Add duration from progress note to the Detailed Attendance Report

Show the duration that was entered in the progress note on the detailed attendance report. Sometimes the therapist may run over the appointment time and the progress note is a more accurate reflection of the length of the appointment.
Guest over 1 year ago in Reporting 2 Future consideration

Show client flags in detailed attendance report

Allow me to see the client flags when running the detailed attendance report.
Guest over 2 years ago in Reporting 1 Future consideration

Create an EMDR Processor Assessment as a standard note template

My counselors use EMDR in our practice and it would benefit us if Theranest provided an EMDR Processor Assessment form as option in Notes. I've attached the blank form below. I know Simple Practice EHR offers it.
Guest over 1 year ago in Notes & Cases 0 Future consideration

Report on progress notes with no supervisor signature

Allow me to run a report that will display which of my progress notes are missing my supervisor's signature so I don't have to check each note individually.
Guest almost 4 years ago in Reporting 0 Future consideration

Add payment date to Staff Billing report

Add the payment date to the Staff billing report.
Guest over 4 years ago in Reporting 0 Future consideration