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Permission for scheduling appointments

Create a separate permission to allow a staff member to schedule appointments.
Guest over 1 year ago in Calendar & Scheduling 1 Future consideration

Automatically generate a progress note for kept appointments.

When an appointment is completed (kept, cancelled, or rescheduled) on the calendar, have an option to have the note automatically generate so that you don't have to constantly click "create progress note". Basically tie the note to the appointment...
Guest almost 4 years ago in Notes & Cases 0 Future consideration

Send email confirmation when appointment created without enabling client portal

Allow me to enable a setting that sends my clients a confirmation when an appointment is created without having to enable the client portal.
Guest about 3 years ago in Practice Management & Administration 1 Future consideration

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

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

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

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

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

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

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