When accepting payment and selecting Credit/Debit Card, indicate if there is no credit card on file. We've had therapists accidentally select this thinking they are charging the client's credit card and then we have a discrepancy with the credit c...
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.
Allow more than one client/family member to have access to the client portal
I have situations in which multiple family members (ie divorced parents where both parents have shared custody, parent and teen, etc) that need access to the client portal to be able to receive reminders, telehealth links, ability to pay, etc
Guest
8 months ago
in Invitations
0
Already exists
Remove signature option for clients on progress notes
Allow me to remove the option to allow clients to sign progress notes. We don't want clients signing their notes and we don't want our therapists to accidentally select this option.
Guest
over 1 year ago
in Notes & Cases
1
Future consideration
If the progress note I have created is linked to a telehealth appointment, allow me to access the telehealth link from within the progress note so that if I get disconnected I don't have to navigate away from the note I'm writing.
Guest
about 5 years ago
in Notes & Cases
1
Future consideration
It would be great if the Billing Notes box on the Bill To and Insurance info tab and the client's ledger would be as large as the text within it - instead of having to drag the box to make it large enough to see the contents
1
Future consideration
0
Already exists
