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Add multiple clients to one invoice or statement

As a private practice therapist, I have contracted with another agency to provide services to some of their clients. I use their system for note-writing, but do put those clients on my TheraNest calendar. Allow me to create an invoice that include...
Guest over 4 years ago in Billing & Payments 0 Future consideration

Go to client's details after unarchiving

After unarchiving a client, give me the option of going straight to the client's record.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Add referral source to Session Units report

When running the Session Units report, allow me to view the referral source of the client(s).
Guest almost 3 years ago in Reporting 1 Future consideration

Apply client signature before finalizing the note

Allow me to apply the client's signature before finalizing the note so they can sign it at the end of the session, but I can go back and finish the note later.
Ilissa Ducoat over 4 years ago in Notes & Cases 0 Future consideration

View appointment notes on the invoice

When creating an invoice, allow me to see any appointment notes that were entered for the appointment. Our organization uses appointment notes to indicate billing information that the biller needs to know when invoicing/billing the appointment.
Guest over 1 year ago in Billing & Payments 0 Future consideration

Client portal sorting

Have an option to change the sorting in the client portal by last name or first name. It's confusing that the client list is only by last name and the portal is only by first name.
Guest over 4 years ago in Clients & Groups 1 Future consideration

Allow admin control of only showing client initials in synced calendars

As an admin, allow me to set the preference for having only client initials show in calendars and email alerts for all my staff rather than having them control this setting individually.
Guest almost 3 years ago in Practice Management & Administration 3 Future consideration

Restrict staff from editing the service type filter on the calendar

Allow me to restrict staff members from editing the service type filter on the calendar. We have staff members that are hiding some service types which then leads to double booking or missing appointments.
Guest almost 3 years ago in Practice Management & Administration 1 Future consideration

Digitally redact records and save them as a PDF

Having digital case notes which can have a redacted version in TheraNest increases HIPAA compliance, and saves a ton of time for providers, especially if there is a way to allow supervisors to approve redactions (for interns) before compiling a re...
Guest over 4 years ago in Notes & Cases 0 Future consideration

Allow admins to unlock staff accounts

As an admin, if one of our staff members is locked out of their account allow me to unlock it.
Guest over 1 year ago in Practice Management & Administration 1 Future consideration