TheraNest Ideas Portal
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Clients & Groups

Showing 271
117 VOTE

Ability to scan files directly into client's general or clinical documents

It would be great if you had a directing scanning option to scan documents directly into the system via a TWAIN enabled scanner verses scanning to the desktop and then uploading. Thanks
Guest over 8 years ago in Clients & Groups 18 Future consideration

Display client credit on clients list

Allow me to customize the grid for the clients list to display any credits the client has.
Guest over 4 years ago in Clients & Groups 23 Future consideration

Default client's intake date field to date of first kept appointment

I would suggest the default intake date be the first kept appointment, or at least be able to change the default to that setting. I do not consider the date I put their name into the computer to schedule their first appointment as the intake date....
Guest about 5 years ago in Clients & Groups 6 Future consideration

Add ability to create progress notes and view linked notes from client Appointments list

I wish when i clicked on a clients profile and selected appointments, it would show if a note was missing and allow me to enter it from there.
Guest almost 8 years ago in Clients & Groups 29 Future consideration
110 VOTE

Merge duplicate clients

When a duplicate client is accidentally created, have a way to merge the two clients so you don't lose any data when you delete the duplicate.
Guest almost 9 years ago in Clients & Groups 8 Future consideration

Designate clients as private pay

Allow me to designate a client as private pay so that I can run billing reports for insurance clients separate from private pay clients.
Guest over 7 years ago in Clients & Groups 9 Future consideration

Hide or remove tabs from clients and cases

I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.
Guest almost 2 years ago in Clients & Groups 3 Future consideration

Save sorting selections in client list

If I'm viewing the client list and sort the table, have TheraNest save my sorting preferences so if I navigate away and come back the sorting doesn't reset.
Guest about 2 years ago in Clients & Groups 2 Future consideration

Mass assign staff to clients and cases

Allow me to assign one or more staff members to one or more clients and open cases, so I don't have to go into each client or case separately.
Guest over 1 year ago in Clients & Groups 4 Future consideration

Auto-format fields (dates, State, phone number etc.)

It would be great if there was uniformity in format for all the date fields to preopulate the slashes. Like the eligiblity date on the insurance screen requires slashes but you should be able to just enter MMDDYYYY like so many other screens.
Guest over 4 years ago in Clients & Groups 21 Future consideration