Skip to Main Content
TheraNest Ideas Portal
ADD A NEW IDEA

All ideas

Showing 1763

Show diagnosis codes in client list

When viewing the client list, allow me to customize the grid to see the diagnosis codes.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Filter agenda to show progress notes not started

Allow me to filter the Agenda so I can see which progress notes haven't been started for the clients that I saw that day.
Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

Add reminder log to default permissions

As an admin, allow me to give my front desk staff access to a client's reminder log.
Guest over 3 years ago in Practice Management & Administration 3 Future consideration

Add filters to Detailed Client report

When running the Detailed Client report, allow me to apply filters so I can view all clients associated with a particular referral source or location.
Guest over 3 years ago in Reporting 1 Future consideration

Navigate clients to login page after requesting appointment

If a client requests an appointment via the new appointment link, after they request the appointment and create a login take them back to the login page so they know where to go and can bookmark it. Right now it just takes them to a dead page.
Guest over 2 years ago in Client Account Management 1 Future consideration

View client balance on appointment block

Allow me to view the client's balance on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.
Guest over 3 years ago in Calendar & Scheduling 2 Future consideration

Add service type filter to missing progress notes report

When I run the missing progress notes report, allow me to filter the results to only include certain service types.
Guest over 3 years ago in Reporting 1 Future consideration

Display archived date on archived clients list

Allow me to see the date I archived the client when viewing the list of archived clients.
Guest over 5 years ago in Clients & Groups 1 Future consideration

Display staff as LastName, FirstName when assigning to clients

When assigning staff to clients, display staff names as LastName, FirstName.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Allow payment plans for invoices & statements

As a self-pay provider, I often provide payment plans for larger bills (e.g. if a bill is $1000). Allow me the option to include information about a payment plan when sending invoices or statements to clients.
Guest over 5 years ago in Billing & Payments 1 Future consideration