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One portal account across multiple practices

We have clients that see multiple providers and each provider has their own TheraNest account. Allow my clients to log in to one portal account to access multiple providers.

Guest almost 3 years ago in Client Account Management 1 Future consideration

3 VOTE

drag multiple lines in custom forms at one time

While creating a custom form I wanted to move around some sections but was unable to drag full sections around at one time. It would be great if I could move multiple items/lines in a form at once and place them elsewhere in the form.

Guest over 4 years ago in Notes & Cases 0 Future consideration

2 VOTE

Alert me if I'm archiving a client with a balance

Alert me or warn me if I attempt to archive a client that has a balance or refund.

Guest almost 3 years ago in Clients & Groups 1 Future consideration

2 VOTE

Add payment number to payment methods report

Allow me to see the payment number when running the payment methods report.

Guest almost 3 years ago in Reporting 1 Future consideration

2 VOTE

Include payer name on payment report

Allow me to view the payer name when running the Payment report.

Guest almost 3 years ago in Reporting 0 Future consideration

1 VOTE

Sort by all columns in the authorization report

Allow me to sort the columns when viewing the authorization report.

Guest over 1 year ago in Reporting 1 Future consideration

1 VOTE

Run data export by provider

When running the Export Data report, allow me to first filter it by provider so only the clients assigned to a specific provider are exported.

Guest over 1 year ago in Reporting 1 Future consideration

1 VOTE

Back up TheraNest to Google Drive

Allow me to back up my client's information, forms, and clinical documents to my Google Drive account.

Guest over 1 year ago in Practice Management & Administration 2 Future consideration

2 VOTE

Add client name to progress note review alert

As a supervisor or supervisee, when I get an alert to about a progress note display the client's name so that when I come back to my alerts I can see which ones I've already done.

Guest almost 3 years ago in Messaging & Notifications 3 Future consideration

2 VOTE

Make reports run faster

Make the reports run faster because sometimes it takes several minutes to pull a report in TheraNest.

Guest almost 3 years ago in Reporting 1 Future consideration

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