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

3 VOTE

Remove signatures from contact log notes

Create a permission that will allow a staff member to remove their signature from a contact log entry.

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

7 VOTE

Select forms when using "New Appointment" link

When new clients click the "New Appointment" link, they are able to schedule an appointment, create a portal account, and all intake forms marked as "Default" are automatically sent to their portal account. Allow me to select which forms are sent ...

Guest over 5 years ago in Practice Management & Administration 0 Future consideration

6 VOTE

Delete service types

Allow me to delete service types that I made in error and that have never been used on appointments or invoices.

Guest over 4 years ago in Practice Management & Administration 0 Future consideration

2 VOTE

Easier searching of the knowledge base

Make it easier to search for an article when viewing the knowledge base.

Guest over 1 year ago in Practice Management & Administration 0 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 9 months ago in Practice Management & Administration 0 Future consideration

5 VOTE

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 almost 4 years ago in Practice Management & Administration 2 Future consideration

4 VOTE

Set default place of service for staff

Allow me to set a default place of service for each staff member. We have some staff members that exclusively provide home visits and it would be nice for them not to have to change it every time.

Guest over 3 years ago in Practice Management & Administration 1 Future consideration

6 VOTE

Allow payroll reports for deactivated staff

Allow payroll reports to be run for staff who are deactivated.

Guest about 5 years ago in Practice Management & Administration 1 Future consideration

3 VOTE

Add the Stanley Brown Safety Plan as an intake form

Add the Stanley Brown Safety Plan as an intake form so I don't have to create it in TheraNest.

Guest over 2 years ago in Practice Management & Administration 1 Future consideration

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