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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.
Guest almost 2 years ago in Billing & Payments 0 Future consideration

Add the Stanley Brown Safety Plan as an intake form

Add the Stanley Brown Safety Plan as an intake form so I don't have to create it in TheraNest.
Guest almost 2 years ago in Practice Management & Administration 1 Future consideration

Link invoice to payment link/portal

When sending a one-time payment link, allow the client to view the invoice that's associated. Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.
Guest 11 months ago in Billing & Payments 0 Future consideration

Toggle between client initials and full name on calendar

Allow me to quickly go back and forth from seeing the client's initials on the calendar to seeing their full name. I change it to initials when clients come in, but then want to see the full names when I check my schedule in between sessions.
Guest over 3 years ago in Calendar & Scheduling 6 Future consideration

Edit or revoke text after sending

When I send a text message to a client, allow me the option to edit or revoke it before it gets sent to the client.
Guest almost 2 years ago in Clients & Groups 0 Future consideration

Client appointment sign in

Allow clients to sign in for their appointments.
Guest over 3 years ago in Calendar & Scheduling 1 Future consideration

Recover deleted files

Allow me to recover a deleted file from a client's General or Clinical Documents for a period of time in case something was deleted in error.
Guest almost 2 years ago in Clients & Groups 1 Future consideration

Add client to group from appointment

Allow me to add a client to a group from the appointment screen. It would benefit our practice by streamlining the process of doing notes for groups when a client attends a group that is not within their treatment plan.
Guest over 3 years ago in Calendar & Scheduling 1 Future consideration

Display appointments side-by-side

When viewing the calendar in day view or week view for multiple providers, show the appointments side-by-side rather than overlapping so it's easier to see all the appointments.
Guest almost 2 years ago in Calendar & Scheduling 1 Future consideration

Verify correct telehealth session

When I click the link to launch a telehealth session, allow me to see the client name(s) that are going to be joining the session before I enter the waiting room. Sometimes I click the wrong link, so I need to verify I'm in the right session befor...
Guest 11 months ago in Conducting Telehealth Sessions 1 Future consideration