ADD A NEW IDEA

Practice Management & Administration

Showing 211 of 2018

Service Type Customize

I would love to be able to add our CLIA to specific "Service Type" under the Organization - Service Type tabs that will not attach to other services in our practice. We have to add and remove the CLIA # from the Prior-Authorization tab in the Bill...
Guest over 5 years ago in Practice Management & Administration 0 Already exists

Document share selection

It would be helpful to be able to select the forms that are provided to patients via the portal on an individual basis. I provide psych assessment as well as therapy which require different consents. I would like to be able to provide the assessme...
Guest almost 6 years ago in Practice Management & Administration 0 Already exists

Documents

Instead of simply creating forms, allow therapists the ability to upload files to store in client portal. I have an entire intake packets and information about my practice that I am currently printing for paper files instead of simply uploading th...
Guest almost 6 years ago in Practice Management & Administration 0 Already exists

forms

Currently I am only able to create forms for intake. However my practice utilizes other forms, such as client satisfaction surveys. I would be nice to send a form at any time to a client that is not labeled intake.
Guest almost 6 years ago in Practice Management & Administration 0 Already exists

Connect Client referral source to organization client

Under Referrals, allow to connect to name for current/former client and keep tract of the the amount of client referrals by specific client
Tami Allen almost 6 years ago in Practice Management & Administration 0 Already exists

Intake Form naming conventions

Should add a drop down list for client portal too... it would be really great if the intake forms were saved in the General docs tab as the name of the actual form, or some kind of combination for packets. Its time consuming to go back and rename ...
Guest almost 6 years ago in Practice Management & Administration 0 Will not implement

Add Social Worker to Job Title Description

Need a staff title added of "Social Worker";
Guest over 6 years ago in Practice Management & Administration 0 Already exists

Send Custom Forms via Email

Allow ability to send custom forms via email to client, not just as intakes on client portal.
Guest over 6 years ago in Practice Management & Administration 0 Already exists

Taking down profile and ending automatic calls to clients when someone has unsubscribed

I have decided not to subscribe to Theranest, you need to do a better job and stopping the reminder phone calls to my clients as I am no longer using your service.
Guest over 6 years ago in Practice Management & Administration 0 Will not implement

interns

Add so that Interns can be added.
Guest over 6 years ago in Practice Management & Administration 0 Already exists