Practice Management & Administration

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Add setting to use Organization's Legal Name for printed legal documents

Add a new Organization Setting that would allow Organizations to have their Legal Name be printed on legal documents (Superbill, Notes, etc.) instead of the Organization Name.

Guest 6 months ago in Billing & Payments / Notes & Cases / Practice Management & Administration 0 Future consideration

5 VOTE

Exclude insurers for staff

Prevent an appointment from being scheduled with a staff member who doesn't accept a particular insurance.

Guest over 2 years ago in Practice Management & Administration 2 Future consideration

8 VOTE

Practice website

Have TheraNest offer a website builder that merges my website and the software, similar to the ones offered by TherapyTribe or Simple Practice.

Guest over 4 years ago in Practice Management & Administration 1 Future consideration

1 VOTE

Display contacts in client portal subscription settings

Allow me to see which contacts have portal access when managing the clients in my client portal subscription settings.

Tim Meyer 7 months ago in Practice Management & Administration 0 Future consideration

5 VOTE

Create non-billable service types

Allow me to create non-billable service types that I can add to client appointments but are not added to the invoice when created.

Guest almost 3 years ago in Practice Management & Administration 2 Future consideration

3 VOTE

Search activity log for new clients added

When a new client is added in TheraNest it's recorded in the activity log, but I can't search for that action. Allow me to search for new clients added so I can quickly filter the list of activities.

Guest over 1 year ago in Practice Management & Administration 1 Future consideration

8 VOTE

Include Batch invoices and statements in Activity Log

Guest over 4 years ago in Practice Management & Administration 1 Future consideration

4 VOTE

Add character counter to text reminder template

When customizing my organization's text reminder, show how many characters I've used so that I know how many segments it will be.

Guest over 2 years ago in Practice Management & Administration 0 Future consideration

2 VOTE

Client Relationship Management tool

Add CRM features, like marketing and automations, and pipelines to track prospective client leads.

Guest about 1 year ago in Practice Management & Administration 1 Future consideration

9 VOTE

Connect to NC HealthConnex

Allow me to send and receive patient data over NC HealthConnex.

Guest over 5 years ago in Practice Management & Administration 2 Future consideration

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