Allow me to organize active and archived clients into groups, folders, or with tags. We offer different services and I'd love to be able to pull up a list of clients who receive a certain service.
Guest
about 4 years ago
in Clients & Groups
3
Future consideration
Return to the Agenda after creating an invoice or note
If I create an invoice or note from the Agenda, then have TheraNest return me to the Agenda after I save the invoice or note so I can keep creating the invoices and/or notes for that day.
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
Recognize Client Payment has Already been received when using "Process Payment Adjustment"
It would be nice if the "Process Payment Adjustment" option would recognize that a client payment has already been received and not try to automatically shift the copay amount to the client specified by the PR-3 adjustment.
Ignore date range when running the closed cases report
Allow me to run a report that displays the closing disposition for all my closed cases. Right now I have to enter a date range and I want to see all cases without having to remember the date I need to enter.
Guest
over 2 years ago
in Reporting
3
Future consideration
0
Future consideration
