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Assign permissions when importing staff

Allow me a quick way to assign permissions when I import staff so I don't have to go back and adjust it for each staff member.

Guest over 1 year ago in Practice Management & Administration 1 Future consideration

8 VOTE

Notification for double-booking

If I allow double-booking on my calendar, send me an alert when I get double-booked or if appointments overlap so I can review my schedule.

Guest over 6 years ago in Calendar & Scheduling 1 Future consideration

4 VOTE

Allow clients access to invoices/superbills without credit card processing

Allow my clients to view and print their invoices and superbills from the client portal without having to sign up for credit card processing through TheraNest.

Guest about 3 years ago in Client Portal Payments 0 Future consideration

3 VOTE

Autofill forward slash when entering birth date

When I enter a client's birthday, allow me to type in just the numbers and have TheraNest autofill the forward slashes.

Guest over 2 years ago in Clients & Groups 1 Future consideration

1 VOTE

Automatically add late fee to unpaid invoices

Allow me to automatically add a late fee to invoices that haven't been paid in a certain number of days.

Guest 10 months ago in Billing & Payments 1 Future consideration

2 VOTE

Customize navigation menu labels

Allow me to customize the navigation menu labels and tab labels so I can use terms that fit our practice.

Guest over 1 year ago in Practice Management & Administration 1 Future consideration

4 VOTE

Send invoices and statements via text message

Allow me to send invoices and statements to my clients via text message because my clients read their texts more than they read their emails.

Guest about 3 years ago in Billing & Payments 2 Future consideration

9 VOTE

Display organization logo in client portal

I would like to have my Logo show in the client portal so it looks more customized to my business.

Guest over 7 years ago in Client Account Management 2 Future consideration

1 VOTE

Batch payments for insurance credit cards

Allow me to run batch payments for insurance credit cards.

Guest 10 months ago in Billing & Payments 1 Future consideration

3 VOTE

Single select dynamic form element

Create a single select dynamic form element that isn't a drop-down so all options can be seen and the form can be completed faster.

Guest over 2 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

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