Allow ERA to auto process with posted client payment
When you automate ERA processing, an ERA will not auto process if there is a client payment posted to an invoice. Our practice collects copays and coinsurance at time of service, so the vast majority of our invoices have client payments posted to ...
Create an EMDR Processor Assessment as a standard note template
My counselors use EMDR in our practice and it would benefit us if Theranest provided an EMDR Processor Assessment form as option in Notes. I've attached the blank form below. I know Simple Practice EHR offers it.
Guest
over 1 year ago
in Notes & Cases
0
Future consideration
As clients are archived, the system removes them from the schedule and calendars. I have tried to go back to previous months and view the schedule for what client was seen when or what their basic details (I.E. Insurance preoviders at the time) ma...
Report on progress notes with no supervisor signature
Allow me to run a report that will display which of my progress notes are missing my supervisor's signature so I don't have to check each note individually.
Guest
almost 4 years ago
in Reporting
0
Future consideration
Allow me to specify other staff that should be alerted when a client schedules a new appointment. Our front office staff has things they need to accomplish when a new appointment is scheduled so they need to be notified.
0
Future consideration
0
Already exists
