Practice Management & Administration

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

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.

Allow us to set up pay period dates so I can run the Payroll reports by those dates. Then I don't have to remember the dates off the top of my head or track them externally.

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.

To have client focused training materials available in the "Knowledge Base" in Spanish.

When logging into TheraNest, allow me to see the password I've entered so I can make sure there are no errors.

Have the "Notes require supervisory review" setting be separated into treatment plans and progress notes. As a supervisor, I only need to review treatment plans, not progress notes.

Provide more contextual help when using TheraNest such as links to knowledge base articles or training videos.

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

Allow me to select which clients need their notes to be reviewed or co-signed. Right now it's all or nothing.