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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2 VOTE

Display summary of dynamic client/case form

If I create a dynamic client form or case form that's used multiple times, allow a summary to be displayed of the form in the grid rather than just the date and time, so I don't have to open each one to find the one I need.

Guest over 2 years ago in Notes & Cases 1 Future consideration

3 VOTE

Save payroll by rendering provider report to staff documents

When I run the Payroll report by rendering provider, allow me to save a copy to the staff member's documents without having to save the PDF and upload it.

Guest over 3 years ago in Reporting 2 Future consideration

2 VOTE

Delete appointments if staff member removed from group

If I remove a staff member from a group, delete all of their upcoming appointments on their calendar for that group.

Guest over 2 years ago in Calendar & Scheduling 0 Future consideration

2 VOTE

View 3-4 days on the calendar

Allow me to adjust the calendar so I can view 3-4 days at a time. I want to view more than one day but less than a week so I can see the appointments better.

Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

2 VOTE

Make client details less visually overwhelming

Make the client details page less visually overwhelming. There's a lot of information spread out with links, buttons, and tabs.

Guest over 2 years ago in Clients & Groups 1 Future consideration

2 VOTE

Increase visibility of scroll bar in new navigation

The scroll bar in the left-hand navigation is small and blends in with the page making it hard to use.

Guest over 2 years ago in Practice Management & Administration 1 Future consideration

6 VOTE

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.

Shaelene Lauriano almost 7 years ago in Billing & Payments 3 Future consideration

4 VOTE

Remove service type from synced calendars

Don't display the service type on synced calendar appointments.

Guest over 4 years ago in Calendar & Scheduling 2 Future consideration

2 VOTE

Save created dynamic form elements

When I create a question or text in a form using a dynamic form element, allow me to save just that created element so I can use it in other forms without having to recreate it.

Guest over 2 years ago in Clients & Groups / Dynamic Forms 1 Future consideration

3 VOTE

SSO

We would like to use SSO for our organization, and include TheraNest as the applications for this purpose.

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

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