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Practice Management & Administration

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Require password change every certain number of days

Prompt users and clients to change their passwords after a certain number of days to minimize security risks.
Guest over 3 years ago in Practice Management & Administration 6 Future consideration

Group Tasks

We would like to be able to have "Group Tasks"
Guest over 1 year ago in Practice Management & Administration 1 Future consideration

Customize restriction for portal scheduling/cancellations/reschedules

Currently, there are two client portal settings to allow clients to schedule an appointment, and another setting to allow clients to cancel or reschedule an appointment within 24 hours, but I'd like to adjust the time to 48 or 72 hours.
Guest over 2 years ago in Practice Management & Administration 7 Future consideration

Referral Management System

It would be great to have a system in place where we can send and receive client referrals. Currently we are e-mailing back & forth and it takes too much time as we are growing.
Guest over 6 years ago in Practice Management & Administration 8 Future consideration

Allow staff without billing permissions to see client Insurance details

If we could have some way therapists can see who the insurance payer is without having any billing permissions, that would be amazing! Our reasoning behind it is some insurance payers allow for two sessions a week versus one and it would help our ...
Guest about 5 years ago in Practice Management & Administration 5 Future consideration

Offer one-on-one training

Offer one-on-one training when setting up TheraNest or onboarding new staff so they can learn the correct way to document, file claims, etc. Some people learn better with direct instruction rather than by watching videos or reading articles.
Guest 3 months ago in Practice Management & Administration 0 Future consideration

Permissions for appointment changes

Allow me to assign permissions to certain staff to make schedule changes. We don't want certain staff members the ability to edit or delete appointments.
Guest over 6 years ago in Practice Management & Administration 13 Future consideration

Appointment reminders for staff members

Allow me to enable appointment reminders for our staff members so they get reminded about an upcoming appointment with a client.
Guest over 6 years ago in Practice Management & Administration 5 Future consideration

Add progress note DOS in activity log when addendum added

When a provider adds an addendum to a progress note, include the date of service of the progress note so I can know which progress note I need to review.
Guest 10 months ago in Practice Management & Administration 2 Future consideration

Specify order of non-default intake forms

Allow me to re-order my non-default intake forms.
Guest over 1 year ago in Practice Management & Administration 1 Future consideration