Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

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Showing 1804

1 VOTE

Verify correct telehealth session

When I click the link to launch a telehealth session, allow me to see the client name(s) that are going to be joining the session before I enter the waiting room. Sometimes I click the wrong link, so I need to verify I'm in the right session befor...

Guest over 1 year ago in Conducting Telehealth Sessions 1 Future consideration

2 VOTE

Hide canceled appointments in iCal sync

Allow me to hide canceled appointments in my iCal.

Guest over 2 years ago in Calendar & Scheduling 2 Future consideration

2 VOTE

Identify which plan paid in ERA

In the ERA, allow me to view the insurance plan because we have some clients that have two plans under the same payer (e.g. Anthem).

Guest over 2 years ago in Billing & Payments 1 Future consideration

3 VOTE

Change default date range when viewing a client's appointments

Under Clients → Appointments, change the default date range to include more appointments in the future so that it aligns with the client's online scheduling range.

Guest about 4 years ago in Clients & Groups 2 Future consideration

1 VOTE

Allow clients to see if they have a credit on the client portal

If a client has an unapplied payment/credit on their account, allow them to see that on the client portal.

Guest over 1 year ago in Client Portal Payments 1 Future consideration

3 VOTE

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 about 4 years ago in Practice Management & Administration 0 Future consideration

1 VOTE

Show on Payment Methods report if the payment was made on the Client Portal

When running the Payment Methods report, allow me to see if the payment was made on the Client Portal.

Guest over 1 year ago in Reporting 1 Future consideration

2 VOTE

Quick filters for daily billing report

Allow me to quickly filter the daily billing report for a specific time frame (e.g., Today, Yesterday, This Week, This Month, etc.) because it would be faster than putting in the dates.

Guest almost 3 years ago in Reporting 1 Future consideration

2 VOTE

Put cursor in client's name field when viewing details

When I view a client's details, automatically put my cursor into their Name field so I can start typing and moving through the fields.

Guest almost 3 years ago in Clients & Groups 1 Future consideration

1 VOTE

Pay per minute for Telehealth sessions

Rather than paying a monthly subscription fee, allow me to pay based on the minutes I use.

Guest over 1 year ago in Telehealth Payments 1 Future consideration

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