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Automatically schedule clients on a cadence after Initial Assessment

I have used Therapy Notes in the past and after the Initial Assessment, you could select if the client was going to be seen weekly or bi-weekly or monthly. If the client was going to be seen on the same day and time for each appointment as is most...
Guest almost 2 years ago in Calendar & Scheduling 0 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 about 4 years ago in Calendar & Scheduling 1 Future consideration

Add email address field for payers

When managing my payers in TheraNest, allow me to add their email address in their contact information.
Cindy Hooper about 1 year ago in Billing & Payments 1 Future consideration

Show zero dollar amounts on statements

Allow me to include zero dollar amounts/paid invoices on statements so the client can see all invoices within a date range in the statement.
Sara McClure about 3 years ago in Billing & Payments 0 Future consideration

Automatically populate end date for medications based on script

Automatically populate the end date based on the date, time, and quantity of the most recent order prescribed so I don't have to remember to update it each time.
Guest about 2 years ago in E-Prescribe 2 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 about 5 years ago in Clients & Groups 0 Future consideration

Directory for contact network

Allow me to view a centralized directory of collateral contacts such as attorneys, social workers, etc.
Guest about 4 years ago in Clients & Groups 1 Future consideration

Breakout rooms for telehealth

Allow me to create breakout rooms for telehealth sessions.
Guest about 4 years ago in Calendar & Scheduling 0 Future consideration

Indicate if canceled and rescheduled appointments appear in my Google calendar sync

Allow me to specify whether canceled & rescheduled appointments appear in my synced Google calendar.
Guest about 4 years ago in Calendar & Scheduling 0 Future consideration

Bulk upload prospective clients

Allow me a way to bulk upload a list of clients to the prospective clients list.
Guest about 2 years ago in Clients & Groups 1 Future consideration