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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1 VOTE

Carryover appointment note to rescheduled appointment

When I reschedule an appointment have the appointment note carryover to the new appointment so I don't have to retype it.

Guest about 1 year ago in Calendar & Scheduling 2 Future consideration

3 VOTE

Display special characters/other languages on intake forms

We serve a lot of clients who are speaking different languages, however, after they submit an intake form using their language the forms we received are garbled and don't come back with their language's characters.

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

3 VOTE

Select staff when creating new invoices under batch invoicing

When using Batch Invoicing and creating new invoices, allow me to select multiple staff members instead of just one or all.

Guest over 3 years ago in Billing & Payments 5 Future consideration

2 VOTE

Add the Stanley Brown Safety Plan as an intake form

Add the Stanley Brown Safety Plan as an intake form so I don't have to create it in TheraNest.

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

4 VOTE

Remove service type from synced calendars

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

Guest almost 5 years ago in Calendar & Scheduling 2 Future consideration

3 VOTE

Keep Signature History in Progress Notes

I sometimes have to unsign progress notes in order to change the service location for secondary claims or re-submitting claims. When our therapists re-sign the notes it appears that they signed the note days, weeks, or even months after the appoin...

Guest over 3 years ago in Notes & Cases 0 Future consideration

4 VOTE

Line up designated therapist colors in the calender

Our office has 11 therapists and scheduling staff need to see all therapist's schedules at once to schedule accordingly for room and location availability. It would be extremely helpful if each color assigned to each therapist would automatically ...

Guest almost 5 years ago in Calendar & Scheduling 2 Future consideration

3 VOTE

View account balance on practice website

Allow my clients to view their account balance on my practice's website without having to log into their portal.

Guest over 3 years ago in Practice Management & Administration 2 Future consideration

2 VOTE

Edit or revoke text after sending

When I send a text message to a client, allow me the option to edit or revoke it before it gets sent to the client.

Guest over 2 years ago in Clients & Groups 0 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

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