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Different Portal Preferences for Different Therapists

We have been trying to use the portal in our group with 11 therapists. Annoyingly, it seems that portal preferences have to be used by the entire group meaning if 1 therapist desires a certain setting, the rest of the therapists have to use that s...
Guest about 4 years ago in Clients & Groups 0 Future consideration

Add more emojis to practice chat

Add more emojis to the practice chat feature.
Guest about 4 years ago in Messaging & Notifications 0 Future consideration

Allow all staff to view last login

I want to see the last time I logged into my TheraNest account to make sure there hasn't been any unauthorized access.
Guest over 1 year ago in Practice Management & Administration 1 Future consideration

BCC additional emails when sending appointment reminders

If a client has multiple email addresses on file, don't display all email addresses in the "To" field in the emailed appointment reminder. Sometimes we see children of divorced parents who have contentious relationships.
Guest over 1 year ago in Calendar & Scheduling 0 Future consideration

Show the last 4 digits of credit card on Superbills.

Currently they only appear on Statements, but Statements are missing other necessary items like Units and Place of Service.
Guest about 4 years ago in Billing & Payments 0 Future consideration

Billing

I need the ledger to stop rounding down to one hour increments. If a job was for 1.50 hours (an hour and a half), please calculate it all - not just the one hour. Another example: If therapist saw client for 1.75 (one hour and 45 minutes), please ...
Guest about 4 years ago in Billing & Payments 0 Future consideration

Send COVID screening questionnaire before appointment

Create a COVID screening questionnaire and have it sent automatically to clients 24hrs before their appointment.
Guest about 4 years ago in Clients & Groups 0 Future consideration

Optional color coded service types

Make the color-coded service types an optional feature because I find the colors distracting.
Guest about 4 years ago in Calendar & Scheduling 0 Future consideration

Delete invoices in batch

In Batch Invoicing when Processing Existing Invoices, allow me to select multiple invoices and delete them so I don't have to go into each client's ledger separately.
Guest over 5 years ago in Billing & Payments 1 Future consideration

Document mental status for family members

Allow me to notate/document the mental status of family members in family sessions. Right now I can only document it for the client.
Guest about 4 years ago in Notes & Cases 0 Future consideration