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View account balance on practice website

Allow my clients to view their account balance on my practice's website without having to log into their portal.
Guest almost 3 years ago in Practice Management & Administration 2 Future consideration

Closed Captioning for Virtual Appts.

Virtual Platform needs closed captioning for hard of hearing clients.
Guest about 4 years ago in Clients & Groups 0 Future consideration

SSO

We would like to use SSO for our organization, and include TheraNest as the applications for this purpose.
Guest about 3 years ago in Practice Management & Administration 0 Future consideration

Allow clients to fill out Additional Details in the Client Portal

The additional details page gets overlooked a lot and as a result, isn't filled in. Allow clients to fill out this information on the client portal.
Guest about 5 years ago in Client & Billing Details 2 Future consideration

Link to client's details from secure messaging

When viewing a secure message, have the client's name link directly to their details like it does in other areas of TheraNest.
Guest about 2 years ago in Messaging & Notifications 2 Future consideration

Display service type description in Payroll by Rendering Provider report

When running the Payroll report, allow me to view the description of the service type.
Guest about 5 years ago in Reporting 3 Future consideration

Groups - delete members from appointments

When allowed to delete a member from an existing group, delete their future group appointments should be adjusted to delete from appoints automatically, or give me ability. I have group members gone a year, but names still show up in appointment l...
Guest about 4 years ago in Clients & Groups 2 Future consideration

reschedule appointment from client chart

Instead of delete being the only option when viewing appointments in the client's chart, please add Reschedule or Cancel as options.
Guest about 4 years ago in Calendar & Scheduling 0 Future consideration

Email Progress Update to Referral Source

It would be helpful to have a simple way to enter referral, such as probation, attorney, court staff etc; and allow the system to send progress updates via email for each client. Ideally this would be one email with a PDF attachment of the client ...
Guest about 4 years ago in Clients & Groups 0 Future consideration

Add contact log entry from the agenda

Allow me to add a contact log entry for a client from the Agenda.
Guest about 3 years ago in Calendar & Scheduling 2 Future consideration