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
over 5 years ago
in Billing & Payments
0
Future consideration
Show paid amount under paid/processed claim tab after posting via Manual Insurance Payments
After I've posted a payment manually using the Manual Insurance Payment feature, include adjustment details and payment amount in the Paid/Processed tab under claims.
Allison zBouie
over 1 year ago
in Billing & Payments
0
Future consideration
Add ability to show/hide archived service types in reports
Allow me the option to include archived service types when running reports. When the active and archived service types are displayed, the list gets long and difficult to sort through.
Andrea Mills
over 6 years ago
in Reporting
3
Future consideration
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.
Allow only staff members with admin permissions the ability to view the Retention Rate report. We don't want all staff members to view the performance of other staff members.
Guest
over 2 years ago
in Reporting
0
Future consideration
Report on demographics of clients served within a time period
Our organization receives grants and we have to provide detailed demographic reporting for the clients that we've serviced during a given time period (e.g., % of clients served within a specific city, % of clients that were low-income, etc.). Allo...
Guest
over 2 years ago
in Reporting
1
Future consideration
If I've created a Dynamic Progress Note, have the name of the Dynamic Progress Note appear on the printed document (e.g., Psychotherapy Note, Group Counseling Session), rather than just "Progress Note".
Guest
over 2 years ago
in Notes & Cases
3
Future consideration
Do not auto-assign newly assigned staff to all open cases
When a new staff member is assigned to a client, do not automatically assign them to all open individual cases. There may be some cases where the newly assigned staff doesn't need access.
Sara McClure
over 2 years ago
in Notes & Cases
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.
1
Future consideration
