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Create service types with modifiers per payer

Allow me to specify what modifiers each payer requires for specific service types so I don't have to create a separate service type for each payer.
Guest almost 5 years ago in Billing & Payments 1 Future consideration

Link for Client Scheduling, Forms, Messaging, Etc. Without Creating Portal Account

I would prefer the ability to allow clients to schedule, submit forms, message, or access telehealth features w/ a link or general form that can be embedded onto my website and/or emailed without having clients set up a client portal account, such...
Guest about 4 years ago in Clients & Groups 2 Future consideration

Add additional options to client progress

When filling out the Client Progress section in a progress note, add additional selection options besides "Progress" and "No Progress" because I want to report on other things.
Guest over 3 years ago in Notes & Cases 3 Future consideration

Filter appointments history breakdown report by provider

Allow me to run the Appointments History Breakdown report for a specific provider.
Guest over 3 years ago in Reporting 2 Future consideration

Disable gender identify fields

Allow me to disable the Gender Identity, Pronouns, and Sexual Orientation fields in TheraNest.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Customize the color of non-client events/appointments

Allow me to customize the color of non-client events/appointments on my calendar.
Guest over 1 year ago in Calendar & Scheduling 0 Future consideration

Bulk upload prospective clients

Allow me a way to bulk upload a list of clients to the prospective clients list.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Edit place of service default list in organization

Have the ability to not only have a default place of service, but be able to add, edit, or remove to what is on the default list under my organization.
Guest almost 6 years ago in Practice Management & Administration 0 Future consideration

Allow Copy and Paste of 1-time Payment Link

Some of our clients payments are managed by a parent. It would be helpful to be able to copy the 1-time Payment link and paste in email to parent.
Guest about 4 years ago in Billing & Payments 0 Future consideration

Make exceptions for conflicts with recurring appointments

Recurring appointments often conflict with exceptional events like Thanksgiving, or a scheduled personal appointment. It would be nice for the calendar to show upcoming conflicts with the repeat appointment and have an option to choose "Skip this ...
Guest about 4 years ago in Calendar & Scheduling 1 Future consideration