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Showing 2012 of 2012

Show which card was charged last when applying a payment

If a client has multiple saved credit cards on file, show me which card was charged last.
Guest over 3 years ago in Billing & Payments 3 Future consideration

Change how data is displayed in staff billing report CSV

When I download the Staff Billing report as a CSV, the way the data is laid out makes it really hard to filter. Change how the data is displayed in this report when downloaded so I can more easily and quickly apply filters and sort.
Guest over 3 years ago in Reporting 1 Future consideration

Differentiate clients with the same initials

When you have the "Show only client initials in Calendar and staff email alerts" setting enabled, it shows the first letter of the client's first and last name. If I have more than one client with the same initials, I can't tell them apart when th...
Guest over 5 years ago in Calendar & Scheduling 3 Future consideration

Prevent progress notes if no treatment plan on file

If a provider hasn't completed their initial assessment and/or treatment plan, then don't allow them to create a progress note. The assessment and/or treatment plan needs to be completed prior to the provider adding/creating progress notes for the...
Guest over 3 years ago in Notes & Cases 0 Future consideration

Allow individual codes/notes for family therapy by telehealth

I see families in multiple locations by telehealth. I need to bill as individual or family therapy not write a group note.
Guest over 4 years ago in Conducting Telehealth Sessions 1 Future consideration

Make sexual orientation a free-text field

When we enter the client's sexual orientation or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Add a floating save button to custom form editor

When using a long custom form the screen has switched and cancelled out a great deal of work that I had to restart. Similarly it is difficult to have to scroll to the top and bottom each time to save to prevent this problem. A floating save button...
Guest over 4 years ago in Notes & Cases 0 Future consideration

Add appointment status to the session units report

When running the Session Units report, allow me to view the appointment status.
Guest almost 6 years ago in Reporting 1 Future consideration

Link to client's details from secure messaging

When viewing a secure message, have the client's name link directly to their details like it does in other areas of TheraNest.
Guest over 2 years ago in Messaging & Notifications 2 Future consideration

Link invoice to payment link/portal

When sending a one-time payment link, allow the client to view the invoice that's associated. Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.
Guest about 1 year ago in Billing & Payments 0 Future consideration