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Use client's home address as default location

I provide home-based services and would like to use the client's home address as the default appointment location, and then have that address sync with my calendar so I can easily get directions while I'm working away from my computer.
Guest over 1 year ago in Calendar & Scheduling 1 Future consideration

Don't add copay to non-CPT codes

If I add a non-CPT code to a client's invoice, the copay is applied and then I have to manually adjust it so the full amount goes to the client.
Guest over 1 year ago in Billing & Payments 1 Future consideration

Don't alert me when I unarchive a client

Don't alert me when I unarchive a client because it adds an extra step to my workflow.
Guest over 1 year ago in Clients & Groups 0 Future consideration

Scheduling: Toggle Days as "Full" and "Available"

Currently, the scheduling allows clients to schedule any day marked as available. However, there are days I am available but already have the maximum number of clients I wish to schedule for that day For example, if I am available Mondays 11am -...
Guest almost 4 years ago in Calendar & Scheduling 0 Future consideration

Create custom forms for each client

Allow me to create a custom form for a specific client that I can send to the portal. I need to be able to enter specific text that's only for that client, but I don't want to clutter up the list of intake forms.
Guest over 2 years ago in Notes & Cases 0 Future consideration

In Forms make it so signature and date are next to each other

Right now I make it so someone has to type in their name and date which takes up a lot of space in two seperate lines. We need people to do signature and date NEXT to each other and same with initial and/or initial and date. Can this be added to c...
Guest almost 4 years ago in Practice Management & Administration 0 Future consideration

Redo Staff Page for Alphabetically

Can an alphabetical sort feature be added to the client list for the staff like it is for the clients?
Guest almost 4 years ago in Clients & Groups 0 Future consideration

Add service type to appointment reminders

Allow me to include the service type in text and email appointment reminders.
Guest over 6 years ago in Messaging & Notifications 2 Future consideration

Show CC fees in payroll report

Allow me the option to view the credit card fee in the payroll because I pay my staff based on what they took in, which would be the amount minus any credit card fees.
Guest over 2 years ago in Reporting 1 Future consideration

Include secondary insurance in client import

When importing clients into TheraNest, allow me to include their secondary payers as well so I don't have to do this manually.
Thomas The Test Engine over 2 years ago in Clients & Groups 0 Future consideration