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Showing 2011 of 2011

Default client's intake date field to date of first kept appointment

I would suggest the default intake date be the first kept appointment, or at least be able to change the default to that setting. I do not consider the date I put their name into the computer to schedule their first appointment as the intake date....

Christina Edrington over 5 years ago in Clients & Groups 6 Future consideration

32 VOTE

Copy note from a specific session

When copying a progress note, allow me to select which date of service to copy from rather than the last one.

Guest over 2 years ago in Notes & Cases 19 Future consideration

93 VOTE

Allow the same title in different text boxes in custom forms

I need to reuse the same title for multiple fields in custom forms, but I can't. For example, to track a client's success at using different coping skills I want to be able to have a form that looks like this: Coping Skill: | Success: [ ] orient...

Guest almost 7 years ago in Notes & Cases 17 Future consideration

31 VOTE

Move diagnosis codes to its own tab in the case

Move diagnosis codes to its own tab in the case so it's easier to update them.

Guest over 2 years ago in Notes & Cases 5 Future consideration

8 VOTE

Send assessments to clients automatically

Add the option to automatically send assessments to clients on a specific cadence (e.g., monthly, bi-monthly, quarterly, or yearly).

Guest 7 months ago in Client Account Management / Clients & Groups 0 Future consideration

120 VOTE

Merge duplicate clients

When a duplicate client is accidentally created, have a way to merge the two clients so you don't lose any data when you delete the duplicate.

Guest about 9 years ago in Clients & Groups 8 Future consideration

105 VOTE

Bulk sign progress notes

Allow me to bulk sign my progress notes to speed up my documentation.

Guest about 8 years ago in Notes & Cases 22 Future consideration

47 VOTE

View all appointments from the agenda

Allow me to view all appointments from the agenda without having to click "View More Appointments".

Guest over 3 years ago in Calendar & Scheduling 18 Future consideration

90 VOTE

Translate TheraNest into other languages

Include Spanish language for notes and treatment plans so Hispanic patients and Hispanic professionals could read and answer the questions such as client's portal, etc Thanks

Guest almost 7 years ago in Practice Management & Administration 20 Future consideration

46 VOTE

Add staff to Credit Card Charges report

Add the staff name to the Credit Card Charges report so I can see who took the charge.

Guest over 3 years ago in Reporting 24 Future consideration

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