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Showing 1967 of 1967

3 VOTE

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

2 VOTE

Display staff as LastName, FirstName when assigning to clients

When assigning staff to clients, display staff names as LastName, FirstName.

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

3 VOTE

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

2 VOTE

Create cancellation status for holidays

Allow me to update an appointment and mark it as canceled due to a holiday to distinguish this type of cancellation from a client cancellation.

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

2 VOTE

Hide canceled appointments in iCal sync

Allow me to hide canceled appointments in my iCal.

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

2 VOTE

Identify which plan paid in ERA

In the ERA, allow me to view the insurance plan because we have some clients that have two plans under the same payer (e.g. Anthem).

Guest over 2 years ago in Billing & Payments 1 Future consideration

3 VOTE

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

1 VOTE

Add adjustments to paid invoices

Inside an invoice, allow me to add adjustments after the invoice has been completely paid.

Guest about 1 year ago in Billing & Payments 1 Future consideration

3 VOTE

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

1 VOTE

Increase visibility of TheraNest when using dark mode on mobile

TheraNest is hard to see/use when I have dark mode enabled on my iPhone or iPad.

Guest about 1 year ago in Calendar & Scheduling 1 Future consideration

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