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Stay on invoice after applying a write-off

Allow me to stay on the invoice after applying a write-off.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Make race a free-text field

When a client fills out their demographic information on the client portal or when I fill it out in TheraNest, make the "race" field a free-text field instead of a drop-down.
Guest almost 4 years ago in Clients & Groups 0 Future consideration

Change "sex" field in client details & portal

Change the "sex" field in client details and on the client portal because it doesn't reflect the terms we use.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Allow therapists to create client flags

As a therapist, allow me to create a flag for my client. I may need to create a flag to notate something clinically important that other staff need to be aware of.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Include archived clients when searching clients list

When viewing all or archived clients in the clients list, allow my search criteria to apply to both active and archived clients.
Guest over 1 year ago in Clients & Groups 1 Future consideration

One portal account across multiple practices

We have clients that see multiple providers and each provider has their own TheraNest account. Allow my clients to log in to one portal account to access multiple providers.
Guest over 2 years ago in Client Account Management 1 Future consideration

Don't select note type if only one available

Remove the dialog box that has us select a progress note template. We only have one progress note template available for our whole practice so it's adding an unnecessary step.
Guest over 2 years ago in Notes & Cases 2 Future consideration

Add payment number to payment methods report

Allow me to see the payment number when running the payment methods report.
Guest over 2 years ago in Reporting 1 Future consideration

Include payer name on payment report

Allow me to view the payer name when running the Payment report.
Guest over 2 years ago in Reporting 0 Future consideration

Create office Holidays or Office Events

I just spoke with someone through the Help chat about this, and they asked that I suggest this. I work in admin for our agency, and have some days throughout the year that I block out as All Staff Holidays - Office Closures. The issue I'm having i...
Guest almost 4 years ago in Calendar & Scheduling 0 Future consideration