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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

Add default service type column to Client List

Add a column for clients' assigned service types and allow sorting and searching in the column.
Guest over 4 years ago in Clients & Groups 0 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 sales tax to an invoice

Allow me to add sales tax to an invoice. We sell products at our office and need to charge a sales tax percent for these items.
Guest almost 2 years ago in Billing & Payments 1 Future consideration

Clickable link in appointment notes

If I add a link to the notes field in a client's appointment, make it clickable so I don't have to copy and paste it into my browser.
Guest almost 2 years ago in Calendar & Scheduling 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

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

Payroll Report that is visible only to individual staff

I would like to allow my staff members to see their payroll information in the Payroll report, but block them from seeing other staff members' payroll information.
Guest over 5 years ago in Reporting 0 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