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Connect Client referral source to organization client

Under Referrals, allow to connect to name for current/former client and keep tract of the the amount of client referrals by specific client
Tami Allen almost 6 years ago in Practice Management & Administration 0 Already exists

copy last group session note

Ability to copy current group session notes from previous group session notes (like we can for individual sessions).
Guest almost 6 years ago in Notes & Cases 0 Already exists

Client Caseload Report

There needs to be a report that allows you to sort client's by clinician's...ie, run a client caseload report
Guest almost 6 years ago in Calendar & Scheduling 0 Already exists

block time on calendar

Block time on calendar for things like lunch or personal appointments that you do not want to show up on your calendar as an appointment.
Guest almost 6 years ago in Calendar & Scheduling 0 Already exists

instant message on the app

No description provided
Guest almost 6 years ago in Messaging & Notifications 0 Already exists

Multiple invoices from fee for service

There has got to be a way to create one superbill or CMS1500 from multiple invoices. As it is this creates far too much work. The idea with TheraNest was supposed to be that it makes things easier. I guess I will go back to creating the invoice ou...
Guest almost 6 years ago in Billing & Payments 0 Already exists

send forms to clients after the initial time i send forms

be able to send forms to clients after the initial time i send forms. As a therapist we send or normal in my case 10 different forms about 13 pages however during therapy some new form is needed like a release to talk to another therapist. cannot...
Guest almost 6 years ago in Messaging & Notifications 0 Already exists

Turn off portal scheduling for new clients while keeping it on for current clients

Would there be a way to turn off the scheduling feature for clients that are not listed on a clinician's case load? I want to keep the portal scheduling for my current clients, but I tend to get bombarded with new clients that I cannot accommodate...
Guest almost 6 years ago in Calendar & Scheduling 0 Already exists

Add option to show/hide refunds in "Unapplied Payments/Credits and Refunds" section of Ledger

This feature inhibits my ability to see that the client has a Credit to use. And some of our clients have quite a lot of refunds due to insurance issues or many other reasons why we would refund a client. The need to see a credit far out weight th...
Guest almost 6 years ago in Billing & Payments 0 Already exists

Filter calendar and show Staff view

I think it would be great if the calendar was more organized. For example all of one therapist's clients should be shown underneath each other. I may have clients from 9am-4pm back to back but instead of seeing my clients one after another on the ...
Guest almost 6 years ago in Calendar & Scheduling 0 Already exists