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Assign staff members to prospective clients

When adding a client to the prospective clients list, allow me to assign a staff member.
Guest over 3 years ago in Clients & Groups 1 Completed

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 over 6 years ago in Notes & Cases 14 Completed

Enter custom entry when "Other" is selected in "Race" field

Allow users to enter custom entry when "Other" is selected in "Race" dropdown. This will allow providers to more accurately define their clients' identities.
Guest over 6 years ago in Clients & Groups 2 Completed

Allow $0 values on client's insurance details page

Prior to update, you used to be able to add a $0 to numeric fields. This includes Copay field, which triggered the word Copay on Agenda/Calendar and was a work around for customers who needed to distinguish between cash and insurance clients. Now ...
Guest over 5 years ago in Clients & Groups 0 Completed

Add POS to claims grids

When viewing claims from the Billing tab, allow me to customize the grids to include the place of service.
Guest almost 3 years ago in Billing & Payments 5 Completed

Designate primary and secondary diagnosis

Add a space for primary diagnosis and a space for secondary diagnosis. In order to bill claims correctly, the first diagnosis on the initial diagnosis page is billed out to insurance as the primary diagnosis. If we accidentally have a substance us...
Guest almost 6 years ago in Notes & Cases 4 Completed

Identify appointment as telehealth if not subscribed to integrated system

If I don't use TheraNest's integrated telehealth system, allow me to still mark or identify an appointment as telehealth so I can report on these appointments.
Guest almost 2 years ago in Calendar & Scheduling 2 Completed

Add preferred language field to Client Details

Our facility is undergoing accreditation with The Joint Commission. When reviewing statues, it indicates a client's "preferred language" is required in the demographics section of their chart. Would this be a feature THeraNest would consider addin...
Guest over 5 years ago in Clients & Groups 6 Completed

Show balance due on agenda

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...
Guest over 7 years ago in Calendar & Scheduling 10 Completed

Use only client initials when alerted about a calendar change

It would be so helpful if the alerts generated when someone changes a client's appointment used client initials instead of their full name. For example, if an office manager needs to cancel an appointment for a therapist, the therapist would recei...
Guest over 8 years ago in Messaging & Notifications 14 Completed