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Show if payment was portal payment on client's ledger

When viewing a client's ledger, show which payments were made by clients on the client portal.
Guest about 3 years ago in Billing & Payments 1 Future consideration

Allow Scheduling of Clients on the Quarter Hour

It would be amazing to be able to schedule clients in 15 minute increments, not just on the hour or half hour. For example, being able to schedule at 8:15, or. 8:45 really increases my ability to be flexible or accurately portray the time I met wi...
Guest over 4 years ago in Calendar & Scheduling 0 Already exists

Copy from last session based on date of service

When I add a progress note from the missing progress notes report and copy it from the last session, have it copy from the last session based on the date of service rather than the last completed note.
Guest about 2 years ago in Reporting 1 Future consideration

Allow individual codes/notes for family therapy by telehealth

I see families in multiple locations by telehealth. I need to bill as individual or family therapy not write a group note.
Guest over 4 years ago in Conducting Telehealth Sessions 1 Future consideration

Add a floating save button to custom form editor

When using a long custom form the screen has switched and cancelled out a great deal of work that I had to restart. Similarly it is difficult to have to scroll to the top and bottom each time to save to prevent this problem. A floating save button...
Guest over 4 years ago in Notes & Cases 0 Future consideration

Sort by all columns in the authorization report

Allow me to sort the columns when viewing the authorization report.
Guest about 1 year ago in Reporting 1 Future consideration

Run data export by provider

When running the Export Data report, allow me to first filter it by provider so only the clients assigned to a specific provider are exported.
Guest about 1 year ago in Reporting 1 Future consideration

Back up TheraNest to Google Drive

Allow me to back up my client's information, forms, and clinical documents to my Google Drive account.
Guest about 1 year ago in Practice Management & Administration 2 Future consideration

Set payment override amount by service type

Allow me to set a payment override amount based on service type, rather than having it apply to all service types.
Guest over 6 years ago in Billing & Payments 3 Future consideration

Differentiate clients with the same initials

When you have the "Show only client initials in Calendar and staff email alerts" setting enabled, it shows the first letter of the client's first and last name. If I have more than one client with the same initials, I can't tell them apart when th...
Guest over 5 years ago in Calendar & Scheduling 3 Future consideration