Practice Management & Administration

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Add field for PTAN number in Organization

Under Organization → Settings, allow me to add my Provider Transaction Access Number (PTAN).

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

Subscribe therapists to appointment reminders

I only want certain therapists to send appointment reminders for their clients. Allow me to subscribe therapists to appointment reminders rather than this be an organization-wide setting.

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

2 VOTE

Allow billers to void & refund payments

Allow users with billing level permissions to void, refund, or delete payments.

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

2 VOTE

Access detailed managed billing invoices in TheraNest

Allow me to access detailed invoices in TheraNest for my managed billing services.

Guest over 3 years ago in Practice Management & Administration 0 Future consideration

1 VOTE

Copy client information from the left navigation menu

Allow me to copy the client's information (DOB, ID, etc.) from the left navigation menu because I could do this previously with the old navigation.

Guest almost 2 years ago in Practice Management & Administration 3 Future consideration

2 VOTE

Create new POS locations/codes

The contracts that we work with require different POS codes than what CMS uses. Allow me to create new POS codes for locations so that our records and reporting will be accurate.

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

1 VOTE

Fill in the blank dynamic form element

Create a fill-in-the-blank dynamic form element.

Guest almost 2 years ago in Dynamic Forms / Practice Management & Administration 1 Future consideration

2 VOTE

Customer Success Program

It would be a great idea to consider assigning new subscribers with a "success coach" for at least the first 30 days to assure they are on the right track with all these neat features you have. Without it can cause high levels of anxiety and frust...

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

2 VOTE

Have private description of Service Types

For each Service Type, it'd be helpful to have an area where I can enter a description that only I can see. Then, rather than having to do a google search or look through my files every time I need a refresher on the details about billing codes, I...

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

2 VOTE

Create separate tab to manage client portal access

I wish the manage clients section, had its own tab in the client portal section of the organization.

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

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