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Remove "undefined" option from legal sex field

When filling out a client's information, remove the "undefined" option from the Legal Sex field.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Select payer when processing existing invoices in batch invoicing

When I process existing invoices in batch invoicing, allow me to select which payer to add the claim to.
Guest about 3 years ago in Billing & Payments 0 Future consideration

Subscribe therapists to appointment reminders

I only want certain therapists to send appointment reminders for their clients. Allow me to subscribe therapists to appointment reminders rather than this be an organization-wide setting.
Guest over 1 year ago in Practice Management & Administration 0 Future consideration

Add Locus assessment as an intake form

Add the LOCUS assessment as an intake form so I don't have to create it in TheraNest.
Guest over 1 year ago in Notes & Cases 0 Future consideration

Add CALOCUS as an intake form

Add the CALOCUS as an intake form so I don't have to create it in TheraNest.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Display invoice number on the credit card charges report

If a credit card payment was applied to an invoice, show the invoice number on the credit card charges report.
Guest over 1 year ago in Reporting 1 Future consideration

Report on fields from intake fields

Allow me to run a report that will display clients' responses to certain fields on my intake forms. For example, I may add additional demographic fields to an intake form and I'd like to run a report based on those fields.
Guest about 3 years ago in Reporting 1 Future consideration

Create dynamic form element for payment plan

Allow me to pull a client's Set Payment Amount from their client details into a dynamic form as a dynamic form element.
Guest over 1 year ago in Dynamic Forms / Notes & Cases 1 Future consideration

Add COVID vaccination status in the patient's chart

In the client's chart, allow me to indicate if the client is vaccinated or not against COVID.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Add disbursement date to credit card payments in Payroll by Rendering Provider report

Add a column for the disbursement date to the Payroll by Rending Provider report for credit card payments processed in TheraNest to assist with payroll and tracking.
Guest over 1 year ago in Reporting 0 Future consideration