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Remove unbillable diagnosis codes after period of time

If a diagnosis code is no longer billable and it's past the date to submit corrected claims, then remove the code from TheraNest so I don't accidentally select it.
Guest almost 2 years ago in Notes & Cases 2 Future consideration

Selecting the Organization name should display the Agenda view

Allow one click access to the agenda while still maintaining the calendar view with the default view.
Guest 5 months ago in Notes & Cases 1 Future consideration

Don't show progress notes for canceled & no-showed appointments

When a client cancels an appointment or is a no-show, remove the action to create a progress note.
Guest about 4 years ago in Notes & Cases 4 Future consideration

Recover recently deleted forms

Allow me to recover recently deleted client or case forms in cases where a staff member accidentally deleted a completed form by mistake.
Noah Marriott 2 months ago in Notes & Cases 0 Future consideration

Disable "copy from last session" button for clinical documents

As an admin I want to prevent my providers from copying a clinical note/document from the last session because they should be writing unique notes every time.
Guest over 1 year ago in Notes & Cases 6 Future consideration

Display missing progress notes in client details

Have a missing progress notes button in each client folder so that you don't have to go back to the entire list of clients each time and sort etc.
Guest over 6 years ago in Notes & Cases 4 Future consideration

Notify supervisors of completed dynamic forms

When a dynamic client or case form is completed, send a notification to the supervisor.
Guest almost 3 years ago in Dynamic Forms / Notes & Cases 5 Future consideration

Browser back button should retain date filter on the Agenda

When writing notes, I used to click my browser's back button to return to the Agenda to date I had filtered it to. Now, it always takes me back to today's date.
Guest 3 months ago in Notes & Cases 0 Future consideration

Create notes for therapists I supervise

As a clinical supervisor of supervisees working within our group as employees & also graduate student interns, it would be nice to have the ability to create supervision notes for the staff I supervise.
Guest over 5 years ago in Notes & Cases 2 Future consideration

Add ability to email progress notes directly to clients from TheraNest

Hello, it would be nice to be able to email progress notes directly from the progress note section
Guest over 8 years ago in Notes & Cases 2 Future consideration