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Practice Management & Administration

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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

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 almost 3 years ago in Practice Management & Administration 8 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 almost 5 years ago in Practice Management & Administration 15 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 over 1 year ago in Practice Management & Administration 6 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

Show tasks on the calendar

If I create a task with a due date, allow me to view that task on the calendar.
Guest 11 months ago in Practice Management & Administration 2 Future consideration

View client flags throughout TheraNest

Allow me to view the client flags wherever the client name appears in TheraNest.
Guest over 2 years ago in Practice Management & Administration 3 Future consideration

Staff pay rate by service type

Allow me to set a pay rate for each service type because I pay my staff based on the services they perform rather than a percentage.
Guest over 2 years ago in Practice Management & Administration 11 Future consideration

Create tasks from other areas of TheraNest

Create tasks from various areas of the application without needing to navigate to the dedicated Tasks page.
Guest 3 months ago in Practice Management & Administration 0 Future consideration

Therapy resource library

Allow organizations to upload documents to a resource library that may contain therapeutic exercises, worksheets or articles for use by all the therapists in an agency for their clients. It would be great if we could also be able to download and p...
Guest over 6 years ago in Practice Management & Administration 6 Future consideration