Create a resource that defines some of the terms that TheraNest uses in the application (e.g., Active Clients, Intake Date, Registration Date). Sometimes what I consider to be the definition is different than what TheraNest defines.
We have a different organizational TIN for a different program within our business - we need to be able to put that on the Superbills for that program separately
Filter manage clients list in client portal settings
When managing the list of clients under the client portal settings in the Organization tab, allow me to filter the list so I can see everyone who doesn't have an invite or anyone who has sent forms that haven't been completed.
In Forms make it so signature and date are next to each other
Right now I make it so someone has to type in their name and date which takes up a lot of space in two seperate lines. We need people to do signature and date NEXT to each other and same with initial and/or initial and date. Can this be added to c...
Allow me to archive the address for my primary practice location because when I change the address it retroactively applies those changes to past appointments.