If a client contacts me through the client portal while I'm away, allow me to set up an automatic out-of-office reply and the option to have those messages forwarded to another staff member.
Currently, once insurance is marked as inactive it cannot be made active again (without creating new and re-entering). Please make it so you can change the status back to active again.
Add drawing/whiteboard abilities in Telehealth sessions
Allow both provider and client to annotate on each others video or shared screen like a whiteboard. Include drawing tools like pens (with colors and thicknesses), lines (different types), shapes (arrows, rectangles etc) and text annotations.
Measure treatment success rate and track outcomes in a report
I'd like to have a treatment summary after treatment ends. I need a way to see the success or failure of client treatment, including outcomes based on specific diagnoses and treatment protocols (i.e. service types/CPT codes).
Guest
over 6 years ago
in Reporting
23
Future consideration
I wish there was a way you could filter the calendar by status type.
As well as having set up so that each staff members appointments fall in a column order not sporadically in the calendar for ease of use. As this becomes difficult with places ...
Remove demographic fields in TheraNest & Client Portal
Allow me to remove some of the demographic fields that are displayed in TheraNest and the Client Portal. There are some fields we don't need to capture (e.g. Religion).
Guest
almost 7 years ago
in Clients & Groups
22
Future consideration
Ensure the scroll bar is always visible within any of the claim tabs, so you can easily navigate through information without needing to scroll back to the top or bottom of the page. This allows quick access to all columns, even those that may not ...