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Practice Management & Administration

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Sync with Quickbooks

Allow me to sync my TheraNest account with Quickbooks.
Guest over 5 years ago in Practice Management & Administration 2 Future consideration

Input units for service types on progress notes

When I'm completing a progress note, allow me to input the number of units for each CPT code I'm using rather than having TheraNest calculate this automatically when I set up the service type.
Guest almost 3 years ago in Practice Management & Administration 1 Future consideration

Add notes field to staff details

When viewing a staff member's details, have a section where I can add notes related to that staff member.
Guest almost 3 years ago in Practice Management & Administration 2 Future consideration

Permission to upload files

As an admin, allow me to set who has access to uploading files to a client's General Documents or Clinical Documents.
Guest almost 2 years ago in Practice Management & Administration 0 Future consideration

Add a General Documents tab at the practice level

There should be a "Practice Documents" tab for general , practice-wide PDFs etc like within the client details. Should be on the line with Agenda Calendar Clients ,etc probably should be next to Dynamic Forms.
Guest almost 4 years ago in Practice Management & Administration 0 Future consideration

Display special characters/other languages on intake forms

We serve a lot of clients who are speaking different languages, however, after they submit an intake form using their language the forms we received are garbled and don't come back with their language's characters.
Guest almost 3 years ago in Practice Management & Administration 0 Future consideration

View account balance on practice website

Allow my clients to view their account balance on my practice's website without having to log into their portal.
Guest almost 3 years ago in Practice Management & Administration 2 Future consideration

SSO

We would like to use SSO for our organization, and include TheraNest as the applications for this purpose.
Guest about 3 years ago in Practice Management & Administration 0 Future consideration

Delete upcoming appointments when deactivating a staff member

Automatically delete any upcoming appointments when I deactivate a staff member.
Guest about 5 years ago in Practice Management & Administration 0 Future consideration

Change client pronouns in activity log

When a client makes a change on their client portal, the activity log entries default to the male pronouns. Have the pronouns default to the pronouns the client identifies with.
Guest about 3 years ago in Practice Management & Administration 1 Future consideration