Customize Insurer Details displayed and required fields
Add the ability to select which fields are displayed and required on the Insurer Details page. The currently displayed and required fields do not provide sufficient information for insurers.
Jacob Mergendoller
3 months ago
in Billing & Payments
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
almost 7 years ago
in Clients & Groups
22
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.
Add date/timestamp and staff member name to scheduled appointment
When scheduling a new client, group, or non-client appointment, the scheduling staff member's full name and the date/timestamp when the appointment was scheduled will be displayed in a read only format. This will enable all staff members to determ...
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.).
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
Default client's intake date field to date of first kept appointment
I would suggest the default intake date be the first kept appointment, or at least be able to change the default to that setting. I do not consider the date I put their name into the computer to schedule their first appointment as the intake date....
Christina Edrington
over 5 years ago
in Clients & Groups
6
Future consideration
Allow the same title in different text boxes in custom forms
I need to reuse the same title for multiple fields in custom forms, but I can't. For example, to track a client's success at using different coping skills I want to be able to have a form that looks like this:
Coping Skill: | Success:
[ ] orient...
Guest
almost 7 years ago
in Notes & Cases
17
Future consideration