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Practice Management & Administration

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Include Batch invoices and statements in Activity Log

Include Batch invoices and statements in Activity Log
Guest almost 4 years ago in Practice Management & Administration 1 Future consideration

Allow clients to check-in for appointments at a location

For clients that we see in the office, allow them a way to check-in for their appointment and have them complete any paperwork prior to the sessions.
Guest over 2 years ago in Practice Management & Administration 1 Future consideration

Select which organization address is displayed on intake forms

We have a different billing address from our location address. Allow me to select whether the location address or send payments to address is listed on the intake form.
Guest over 2 years ago in Practice Management & Administration 2 Future consideration

Remove promotions from the login page

Remove the promotions and announcements from the TheraNest login page.
Guest over 2 years ago in Practice Management & Administration 2 Future consideration

More subscription options

Have more subscription options between the 50 and 80 users mark. It's a big jump in the number of users and the price and we need something in-between.
Guest over 3 years ago in Practice Management & Administration 6 Future consideration

Set supervisor requirements per client

Allow me to select which clients need their notes to be reviewed or co-signed. Right now it's all or nothing.
Guest almost 3 years ago in Practice Management & Administration 1 Future consideration

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 1 year ago in Practice Management & Administration 0 Future consideration

Spanish Knowledge Base

To have client focused training materials available in the "Knowledge Base" in Spanish.
Guest about 4 years ago in Practice Management & Administration 0 Future consideration

Rearrange navigation

Allow me to rearrange the navigation pages. I may want My Tasks to be first rather than after the Calendar.
Guest over 2 years ago in Practice Management & Administration 2 Future consideration

Add taxonomy codes at the staff level

Allow me to enter each staff member's taxonomy code on their profile and have it carry over to payers so I don't have to add it for each payer separately.
Guest about 3 years ago in Practice Management & Administration 2 Future consideration