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Allow clients to see if they have a credit on the client portal

If a client has an unapplied payment/credit on their account, allow them to see that on the client portal.
Guest 12 months ago in Client Portal Payments 1 Future consideration

View 3-4 days on the calendar

Allow me to adjust the calendar so I can view 3-4 days at a time. I want to view more than one day but less than a week so I can see the appointments better.
Guest almost 2 years ago in Calendar & Scheduling 1 Future consideration

Make client details less visually overwhelming

Make the client details page less visually overwhelming. There's a lot of information spread out with links, buttons, and tabs.
Guest almost 2 years ago in Clients & Groups 1 Future consideration

Increase visibility of scroll bar in new navigation

The scroll bar in the left-hand navigation is small and blends in with the page making it hard to use.
Guest almost 2 years ago in Practice Management & Administration 1 Future consideration

Notification for uploads to general documents

Notifcation when someone uploads documents to a client's general documents, similar to how you receive notifcation when a client completes forms online. Our office staff misses important documents being uploaded to client's general documents becau...
Guest almost 4 years ago in Messaging & Notifications 1 Future consideration

Save created dynamic form elements

When I create a question or text in a form using a dynamic form element, allow me to save just that created element so I can use it in other forms without having to recreate it.
Guest almost 2 years ago in Clients & Groups / Dynamic Forms 1 Future consideration

Input units for service types on progress notes

When I'm completing a progress note, allow me to input the number of units for each CPT code I'm using rather than having TheraNest calculate this automatically when I set up the service type.
Guest almost 3 years ago in Practice Management & Administration 1 Future consideration

Indicate if contact has filled out release

When viewing a client's contact network, allow me to indicate which contacts have filled out a release.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Add appointment staff to No Show Appointments report

When running the No Show Appointments report, allow me to view the staff member(s) who were listed on the appointment.
Guest almost 3 years ago in Reporting 1 Future consideration

Add client's age to the detailed attendance report

Allow me to include the client's age when running the detailed attendance report.
Guest almost 4 years ago in Reporting 0 Future consideration