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Display client credit on clients list

Allow me to customize the grid for the clients list to display any credits the client has.
Guest over 4 years ago in Clients & Groups 23 Future consideration

Send secure message/email to people outside organization

Allow me to send secure and HIPAA-compliant emails from TheraNest to individuals outside of my organization (such as insurance, other care providers, etc.).
Guest over 6 years ago in Messaging & Notifications 11 Future consideration

Copy note from a specific session

When copying a progress note, allow me to select which date of service to copy from rather than the last one.
Guest almost 2 years ago in Notes & Cases 19 Future consideration

Switch back to old navigation

Allow me the option to switch back to the old navigation.
Guest almost 2 years ago in Practice Management & Administration 9 Future consideration

Default client's intake date field to date of first kept appointment

I would suggest the default intake date be the first kept appointment, or at least be able to change the default to that setting. I do not consider the date I put their name into the computer to schedule their first appointment as the intake date....
Guest about 5 years ago in Clients & Groups 6 Future consideration
100 VOTE

Bulk sign progress notes

Allow me to bulk sign my progress notes to speed up my documentation.
Guest over 7 years ago in Notes & Cases 21 Future consideration

Require room selection when creating an appointment

Allow me to make the room selection required when my staff create appointments.
Guest over 1 year ago in Calendar & Scheduling 3 Future consideration

Display Appointment Cancellation/No Show Fees in Client Ledger

Display Appointment Cancellation/No Show Fees in Client Ledger to allow Staff to review outstanding fee balances without creating Invoice(s).
Admin RWWC 29 days ago in Billing & Payments 0 Future consideration
107 VOTE

Share form templates with other TheraNest users

Allow me to share my Dynamic Form templates with other TheraNest users and have them share their forms with me.
Guest over 8 years ago in Notes & Cases 16 Future consideration

Add spellcheck

Add spellcheck to TheraNest so I can catch spelling mistakes more easily.
Guest over 4 years ago in Messaging & Notifications 9 Future consideration