I wish there was a way you could filter the calendar by status type.
As well as having set up so that each staff members appointments fall in a column order not sporadically in the calendar for ease of use. As this becomes difficult with places ...
Currently, the software limits deleting clients to three per 24 hours. While it seems reasonable to have a limit on this in the event of hacking, three is too low for the volume of business that we do and the number of clients we manage. We propos...
Kenneth Buckle, Psy.D.
6 months ago
in Clients & Groups
0
Future consideration
Remove demographic fields in TheraNest & Client Portal
Allow me to remove some of the demographic fields that are displayed in TheraNest and the Client Portal. There are some fields we don't need to capture (e.g. Religion).
Guest
about 7 years ago
in Clients & Groups
22
Future consideration
Display client's secondary insurer copay in the client's details and ledger
If a Client has a Secondary Insurer, display the Secondary Insurer copay along with the Primary Insurer copay on the Client Details page and within the Client's Ledger.
Tiffany Cornilsen
9 months ago
in Billing & Payments
0
Future consideration
Allow me to link place of service codes with service types so when I select that service type when creating an appointment the location code is automatically updated.
Ability to scan files directly into client's general or clinical documents
It would be great if you had a directing scanning option to scan documents directly into the system via a TWAIN enabled scanner verses scanning to the desktop and then uploading. Thanks
Guest
about 9 years ago
in Clients & Groups
18
Future consideration
Send secure message/email to people outside organization
Allow me to send secure and HIPAA-compliant emails from TheraNest to individuals outside of my organization (such as insurance, other care providers, etc.).