Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

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4 VOTE

Toggle between client initials and full name on calendar

Allow me to quickly go back and forth from seeing the client's initials on the calendar to seeing their full name. I change it to initials when clients come in, but then want to see the full names when I check my schedule in between sessions.

Guest about 4 years ago in Calendar & Scheduling 6 Future consideration

4 VOTE

Report on all appointments

Allow me to run a report that will show information similar to the detailed attendance report, but will include client appointments and non-client appointments.

Guest about 4 years ago in Reporting 1 Future consideration

5 VOTE

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 5 years ago in Clients & Groups 0 Future consideration

3 VOTE

Print practice chat messages

Allow me to print conversations I have with staff using the practice chat.

Guest about 3 years ago in Practice Management & Administration 0 Future consideration

3 VOTE

Add permission for deleting files

Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.

Guest about 3 years ago in Clients & Groups 2 Future consideration

2 VOTE

View payer fee schedules in billing reports

Add the Payer Fee Schedule from the insurer section to Billing Reports in TheraNest.

Guest about 2 years ago in Reporting 0 Future consideration

3 VOTE

Report on/audit general and clinical documents

Allow me to run a report that displays all the document names that have been uploaded to a client's general documents or clinical documents, or a way to audit these documents so I can ensure each client has certain documents on file (e.g. a releas...

Guest about 3 years ago in Practice Management & Administration 2 Future consideration

3 VOTE

Delete invoice when viewing

If I'm viewing an invoice, allow me to delete the invoice from that view rather than going back to the ledger.

Guest about 3 years ago in Billing & Payments 2 Future consideration

3 VOTE

Increase character limit of statement footnote

Allow me to write more in the statement footnote so I can notify the client when their balance is due, how to pay, etc.

Guest about 3 years ago in Billing & Payments 1 Future consideration

3 VOTE

Show Rescheduled Appointments On Agenda

Leave reschedule appointments on the agenda with the status rescheduled. It would be helpful to see that an appointment has already been rescheduled in the status in the agenda then just seeing it was cancelled.

Guest about 3 years ago in Calendar & Scheduling 0 Future consideration

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