It would be nice to be able to send paperwork for multiple siblings to one parent email instead of them having to have multiple emails for the children
Indicate signed/unsigned note in progress note list
An indicator of notes that are not signed. There would be a red bubble next to their name or a vector of a note (like lined paper). Sometimes I think I've signed all my notes and then I go back to a client I haven't seen in a few weeks and realize...
Guest
about 8 years ago
in Notes & Cases
13
Completed
Resend Intake Forms/Custom Forms multiple times throughout treatment through Client Portal
It would be really nice and convenient if we had an option to send custom forms we create directly to clients which require it. There are certain forms that just wouldn't make sense for me to add to the intake without making it too long or irrelev...
Guest
about 7 years ago
in Notes & Cases
8
Completed
Allow staff members to set their time zone preferences for their calendar. We have staff members that operate under a different time zone than the organization.
Display CPT modifiers on superbills, statements and invoices
Currently a service code that has a modifier shows up on the invoice screen without the modifier. Only the actual service code is in the "blue" description field. We need to see the modifier on that screen when it exists.
When checking out clients, we don't always go to the ledger, and if there is an outstanding balance on their account, there is no way to see it on dashboard or calendar to remind us! What if they don't have a copay so they dont normally pay but th...
Add columns for Client Balance and Insurance Balance to Client List
On the Clients list, in the balance due column, I'd love to see the insurance due and client due in different colors along with the total.
My favorite update you did recently was adding the DOB and insurance info on the left under client name. TH...
I want to request that TheraNest allows us to see our clients and ourselves when we screen share. Right now we are having to toggle back and forth between screens or use the split screen feature of our computers. Other platforms like ZOOM have thi...
Save drafts of progress notes before forwarding for supervisor approval
When I save a progress note it gets sent to my supervisor for approval. Allow me to save a draft of the note so that I can continue editing it before it gets sent to my supervisor.
Guest
about 7 years ago
in Notes & Cases
14
Completed