When I'm viewing the calendar or agenda, have TheraNest remember the filters I used so that if I navigate somewhere else and come back I don't have to reapply those filters again.
Allow me to edit the appointment status of an invoice without having to delete the invoice. We invoice all of our clients first thing in the morning and then need to be able to change the status of appointments as needed.
Can you please update that individual telehealth subscription to include sending ONE telehealth LINK to a couple/family who have a shared appointment but will be in the same location?
There is no need to upgrade to the group subscription since o...
Allow therapists to set self-scheduling preferences
As a therapist, allow me to set whether clients can self-schedule with me on the client portal. I'm responsible for setting and creating my schedule, not the administrators at my practice.
When a client requests an appointment on the client portal or when another staff member is scheduling an appointment within TheraNest, only allow the appointment to be scheduled with staff members that are assigned to the client.
Email Google Calendar invite to clients when scheduling appointments
Clients have asked for an email invitation, or a calendar invitation similar to what iCal or Google Calendar can do. If TheraNest had a email invitation link that would sync with clients' iCal or Google Calendar (those seem to be primary) then we ...