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Organize credit cards on file and manually select default credit card

Add ability to choose a default client credit card.
Guest about 6 years ago in Billing & Payments 12 Completed

Preferred time scale in minutes should apply to time increments when adding a new appointment

With the new scheduling/calendar features, have my time scale in minutes preferences translate to the time picker when creating an appointment. If I click the up or down arrow when setting the time, it should increase or decrease by the value set ...
Vera Ginsburgs 3 months ago in Calendar & Scheduling 0 Completed

Indicate cancelled appointments in synced calendars

When a session is marked cancelled, it would be nice if this was indicated when the calendar syncs with google calendar
Guest about 8 years ago in Calendar & Scheduling 11 Completed

Make Client Details printable

A sorely missing feature in TheraNest is the ability to print Client Details, whether for an individual client, selected clients, or for all clients. These printable lists should include all the info in Client Details that would be needed for refe...
Guest about 10 years ago in Clients & Groups 4 Completed

Allow exporting Client List to PDF/CSV

Allow me to download the client list as a PDF or CSV file.
Guest over 6 years ago in Clients & Groups 8 Completed

Bill by location NPI and Tax ID

Allow me to bill using a different NPI and tax ID rather than the one that's set for my organization.
Guest over 1 year ago in Billing & Payments 5 Completed

Automatically change Place of Service to "Telehealth (02)" for telehealth appointments

For Telehealth sessions, I'd like the default service location in the progress note to be Telehealth. It currently defaults to office and I have to change it manually each time.
Guest about 5 years ago in Telehealth Payments 9 Completed

Payroll Report by Appointment Staff

Have the option to run the Payroll Report by Appointment Staff
Guest almost 4 years ago in Reporting 8 Completed

Add an Progress & Response to Treatment section to notes template

I'd love to see a Progress & Response to Treatment assessment section added to the notes template with **combination checkbox/item selection and text area** to include options such as: Making progress, significant symptom reduction, limited ...
Guest about 4 years ago in Notes & Cases 0 Completed

Notify the contact when they receive a secure message

When I send a secure message to someone in my client's contact network, send them an email letting them know there's a new secure message on the portal.
Guest about 2 years ago in Messaging & Notifications 14 Completed