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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

Report on client's school

Allow me to report on the client's employer or the school they attend. The Employment field will display in reports, but the Employer does not.
Guest almost 4 years ago in Reporting 0 Future consideration