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Take me to invoice after processing payment from ERA

When I'm working in the ERA Received tab, after I process a payment take me right to the invoice for the client.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Print invoice with linked progress notes in one PDF

When I print an invoice, allow me to also print any linked progress notes with the invoice line items and have it all generate as one PDF.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Education material for TheraNest terms

Create a resource that defines some of the terms that TheraNest uses in the application (e.g., Active Clients, Intake Date, Registration Date). Sometimes what I consider to be the definition is different than what TheraNest defines.
Guest over 3 years ago in Practice Management & Administration 0 Future consideration

Archive primary practice location

Allow me to archive the address for my primary practice location because when I change the address it retroactively applies those changes to past appointments.
Guest over 2 years ago in Practice Management & Administration 1 Future consideration

Delete inactive insurances

If a mistake was made on an insurance that was marked as inactive an Org Admin should be allowed to delete the insurance. This helps to avoid scheduling issues as it is confusing for them when they see 2 identical insurances one marked as active a...
Guest over 2 years ago in Billing & Payments 0 Future consideration

Don't remove canceled appointments in Google calendar sync

When syncing my calendars, don't remove canceled and no-show appointments from my Google calendar.
Guest over 3 years ago in Calendar & Scheduling 0 Future consideration

Need only one Invoice for Group Appointments

If the extra invoice doesn't get zeroed out, Invoicing can be complicated for groups. One invoice would be great!
Guest over 2 years ago in Billing & Payments 0 Future consideration

Open PDF of schedule in a new tab

When I print my schedule, open the PDF in a new tab instead of directly downloading it.
Thomas The Test Engine about 1 year ago in Calendar & Scheduling 0 Future consideration

Allow providers to re-invite clients to the portal

As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.
Guest over 2 years ago in Clients & Groups 2 Future consideration

Create case forms for specific cases

When creating a dynamic case form, allow me to assign that form to specific cases so they don't show up on every open case.
Guest over 2 years ago in Notes & Cases 1 Future consideration