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Practice Management & Administration

Showing 211 of 2018

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

Manage my supervisees

As a supervisor, I need an easy way to see all outstanding clinical documentation for all of the staff that I supervise.
Katie Bade 6 months ago in Practice Management & Administration 0 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

Subscribe therapists to either individual or group telehealth

Allow me to select which therapists are on the group telehealth plan and which are on the individual plan.
Guest about 5 years ago in Practice Management & Administration 19 Future consideration

Upload PDFs as Dynamic/Intake forms

Allow me to upload a PDF document and send it as an intake form so I don't have to recreate the form in Dynamic Forms.
Guest about 2 years ago in Practice Management & Administration 6 Future consideration

Create a tag or status for Staff to that they are not accepting new Clients

Create a tag or status for Staff to that they are waitlisting/not accepting new Clients to prevent new intakes or clients from being assigned. Include the ability to log the start and end date of the waitlist period to tract the history of the Sta...
Cindy Hooper 5 months ago in Calendar & Scheduling / Practice Management & Administration 0 Future consideration

Implement client survey tool to capture feedback

Allow me to send my clients a survey to capture their feedback about their treatment at a certain frequency (e.g., I may want to send these surveys after every session, when their case is closed, etc.).
Guest over 5 years ago in Practice Management & Administration 15 Future consideration

Have the DBA be client-facing

With the new DBA field, make the name entered in that field the one that clients see because that's what they know my business as.
Guest over 2 years ago in Practice Management & Administration 13 Future consideration

Separate permission for archiving clients

Create a separate permission that allows a staff member to archive/unarchive clients.
Guest over 4 years ago in Practice Management & Administration 13 Future consideration

View client flags throughout TheraNest

Allow me to view the client flags wherever the client name appears in TheraNest.
Guest almost 3 years ago in Practice Management & Administration 3 Future consideration