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Edit service type on invoice

Allow me to edit the service type on the invoice without having to delete the current invoice and associated appointment.

Guest over 4 years ago in Billing & Payments 0 Future consideration

5 VOTE

Add CC function for secure messages

Allow me to CC members of a client's contact network when sending a secure message. We see minors and when communicating with the client I need to include their parent(s) or guardian(s).

Guest over 5 years ago in Messaging & Notifications 2 Future consideration

2 VOTE

Report on clients with risks identified on assessment or progress note

Allow me to run a report that will display clients who have had one or more risks selected under the "Risk" section of an initial assessment or fields filled out under the "Risk Assessment" of a progress note.

Guest about 2 years ago in Reporting 0 Future consideration

4 VOTE

Manage staff caseloads

Allow me to manage a staff's caseload by adding/removing clients or moving them to another therapist so I don't have to go into each client's chart.

Guest over 4 years ago in Clients & Groups 1 Future consideration

3 VOTE

Allow special characters on staff and client names

Allow me to add special characters to staff or client names.

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

2 VOTE

Show diagnosis codes in client list

When viewing the client list, allow me to customize the grid to see the diagnosis codes.

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

2 VOTE

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 about 2 years ago in Calendar & Scheduling 1 Future consideration

1 VOTE

Notify clients of prescribed medications

When I prescribe a medication to a client using TheraNest's e-Prescribe then notify the client about the details of the prescription.

Thomas The Test Engine about 1 year ago in E-Prescribe 0 Future consideration

3 VOTE

Separate assigned staff in client list

When viewing the client list, separate the assigned staff into therapists and supervisors.

Guest over 3 years ago in Clients & Groups 1 Future consideration

4 VOTE

Display client's date of birth on the agenda

Option to have the client's date of birth easily accessible on the agenda.

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

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