Practice Management & Administration

Showing 199

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 3 years ago in Practice Management & Administration 8 Future consideration

36 VOTE

Assign "view only" permissions staff members

Hi-- we have been using your system for about two months now at our Intensive Outpatient Program and are overall very happy. We have about 25 providers who we would like to give limited access to the site. So that notes can be done and accessed by...

Guest almost 11 years ago in Practice Management & Administration 3 Future consideration

7 VOTE

Group Tasks

We would like to be able to have "Group Tasks"

Guest about 2 years ago in Practice Management & Administration 1 Future consideration

18 VOTE

Electronic New Hire Paperwork

Allow Staff to electronically sign and upload new hire paperwork and other documents related to employment. Create an HR level permission with - and separate from- Administrative.

Guest almost 6 years ago in Practice Management & Administration 0 Future consideration

12 VOTE

Track staff license expiration

Allow me to track when a staff member's license expires so I can make sure to follow up with them and update it in the system.

Guest almost 4 years ago in Practice Management & Administration 4 Future consideration

1 VOTE

Add a new Staff permission for managing Client Cases

Add a new Staff Permission that when granted, would allow Staff to manage (create and delete) Client cases.

Katie Prodanovich 4 months ago in Notes & Cases / Practice Management & Administration 0 Future consideration

7 VOTE

Specify order of non-default intake forms

Allow me to re-order my non-default intake forms.

Guest over 2 years ago in Practice Management & Administration 1 Future consideration

15 VOTE

Add date of payout to payroll report

Add date of payout to therapist in the payroll report

Guest over 5 years ago in Practice Management & Administration 4 Future consideration

3 VOTE

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 about 1 year ago in Practice Management & Administration 0 Future consideration

14 VOTE

See the client portal from the client's view

Allow me to see the client portal from the client's perspective so if a client has a question we can help them.

Guest about 5 years ago in Practice Management & Administration 2 Future consideration

Please enter your email address

FILTER BY CATEGORY