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Practice Management & Administration

Showing 211 of 2017

Add date/timestamp and staff member name to scheduled appointment

When scheduling a new client, group, or non-client appointment, the scheduling staff member's full name and the date/timestamp when the appointment was scheduled will be displayed in a read only format. This will enable all staff members to determ...
Steven Clemons, Jr. 4 months ago in Calendar & Scheduling / Practice Management & Administration 0 Future consideration

Add a Social Media Planner Feature

Add a social media planner to assist with planning out social media posts, manage content across various platforms, and keep track of a social media strategy. Adding this feature helps therapists streamline their business processes.
Guest 27 days ago in Practice Management & Administration 0 Future consideration

Link place of service codes to service types

Allow me to link place of service codes with service types so when I select that service type when creating an appointment the location code is automatically updated.
Guest over 4 years ago in Practice Management & Administration 16 Future consideration

Add staff profile photo to internal chat

It would be amazing if instead of the staff's initials on the practice chat we could set the staff profile photo to show.
Stephanie McGraw 3 months ago in Practice Management & Administration 0 Future consideration

Translate TheraNest into other languages

Include Spanish language for notes and treatment plans so Hispanic patients and Hispanic professionals could read and answer the questions such as client's portal, etc Thanks
Guest almost 7 years ago in Practice Management & Administration 20 Future consideration

Switch back to old navigation

Allow me the option to switch back to the old navigation.
Guest over 2 years ago in Practice Management & Administration 9 Future consideration

Mobile friendly intake

Intake forms should be mobile-friendly, meaning clients should be able to successfully complete them from their cellular devices. Several clients have mentioned that they cannot successfully save and submit intake forms when completing them on the...
Guest almost 6 years ago in Practice Management & Administration 2 Future consideration

Automatic generation of tasks

Allow me to set up a rule so that certain tasks are automatically generated in my task list. For example, when I add a new client I want tasks generated for inviting them to the portal, scheduling an appointment, etc.
Guest almost 3 years ago in Practice Management & Administration 13 Future consideration

Add preferred name field for staff

Allow me to enter a preferred name for staff. Sometimes our therapists use nicknames or other names and that's what the client knows, so it would be nice if appointment reminders reflected this.
Guest almost 5 years ago in Practice Management & Administration 21 Future consideration

Select whether completed intake forms should save to clinical or general documents

When creating an intake form, allow me to choose whether the completed form is saved to the client's General Documents or Clinical Documents for all open cases so we can limit which staff can view them.
Guest over 3 years ago in Practice Management & Administration 8 Future consideration