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Practice Management & Administration

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Edit existing referral sources

I'd like the ability to edit my referral sources. Right now, I can only archive a referral source, but if their place of work changes, or their name changes, or I want to add information about them, I have to archive and create a "new" referral so...
Guest about 8 years ago in Practice Management & Administration 5 Future consideration

Add staff email as an available placeholder for reminder templates

Allow me to include the staff member's email address in the appointment reminder templates. If one of our clients needs to reach out about their appointment they need to reach out to the staff member directly.
Guest about 2 years ago in Practice Management & Administration 3 Future consideration

Add PTSD screener as an intake form

Add a PTSD screener as an intake form that I can send to clients through the client portal. It would be nice to have a screener readily available so I don't have to recreate it.
Guest over 4 years ago in Practice Management & Administration 0 Future consideration

Notate who staff are credentialed with

Allow me to notate somewhere in TheraNest which payers/insurers my therapists are credentialed with.
Guest about 3 years ago in Practice Management & Administration 1 Future consideration

Create groups for staff members

Allow me to create groups for staff members so that I can quickly filter to that group on the calendar to send a practice chat message to a specific group.
Guest over 1 year ago in Practice Management & Administration 3 Future consideration

Assign place of service codes to locations

When creating or editing a location in TheraNest, allow me to assign a place of service code to that location.
Guest over 3 years ago in Practice Management & Administration 1 Future consideration

Automatic telehealth appointment creation for specific service types

Allow me to designate a service type as telehealth so that when the appointment is created and the service type is selected, it automatically marks the session as a telehealth session.
Guest almost 3 years ago in Practice Management & Administration 5 Future consideration

Reorder client flags

When managing the flags in Organization, allow me to reorder them.
Guest over 3 years ago in Practice Management & Administration 1 Future consideration

Provider pay rates per client

If our providers refer someone that ends up becoming their client, that provider gets an extra 5% for that client's sessions. There currently isn't a way for a provider to have multiple pay rates, or tie those rates to a client.
Guest about 2 years ago in Practice Management & Administration 4 Future consideration

Allow clients to confirm & cancel appointments through email

Allow clients to confirm or cancel their appointment through the emailed appointment reminder.
Guest about 5 years ago in Practice Management & Administration 2 Future consideration