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Allow Copy and Paste of 1-time Payment Link

Some of our clients payments are managed by a parent. It would be helpful to be able to copy the 1-time Payment link and paste in email to parent.
Guest about 4 years ago in Billing & Payments 0 Future consideration

Bulk upload prospective clients

Allow me a way to bulk upload a list of clients to the prospective clients list.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Make exceptions for conflicts with recurring appointments

Recurring appointments often conflict with exceptional events like Thanksgiving, or a scheduled personal appointment. It would be nice for the calendar to show upcoming conflicts with the repeat appointment and have an option to choose "Skip this ...
Guest about 4 years ago in Calendar & Scheduling 1 Future consideration

Display initial assessment addendums at the top

If I create an addendum for an initial assessment (such as adding diagnosis codes), then allow me to view that addendum at the top of the page when viewing the initial assessment so I can quickly see the updated information without having to scrol...
Guest about 4 years ago in Notes & Cases 2 Future consideration

Make Provider Name a Dynamic Form Element

It would be really helpful to be able to pull in a Dynamic Element that is the Provider's name into forms.
Guest over 2 years ago in Dynamic Forms / Notes & Cases 1 Future consideration

Add fields for emergency contact

In a client's details, allow me to add an address and email for a client's emergency contact.
Guest almost 11 years ago in Clients & Groups 2 Future consideration

Change "legal gender" to "sex assigned at birth"

Change the "legal gender" field in TheraNest and the client portal to "sex assigned at birth" as it reflects current terminology.
Guest over 3 years ago in Clients & Groups 5 Will not implement

Allow payroll reports for deactivated staff

Allow payroll reports to be run for staff who are deactivated.
Guest over 4 years ago in Practice Management & Administration 1 Future consideration

Print practice chat messages

Allow me to print conversations I have with staff using the practice chat.
Guest over 2 years ago in Practice Management & Administration 0 Future consideration

Add permission for deleting files

Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.
Guest over 2 years ago in Clients & Groups 2 Future consideration