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Archive insurers

Allow me to archive insurers. I may want to keep them on file but don't want to delete them from TheraNest.
Guest over 1 year ago in Billing & Payments 1 Future consideration

Mark alert as read

Allow me to mark an alert as read so I can keep the alert displayed but remove the number count from the badge.
Guest over 1 year ago in Messaging & Notifications 1 Future consideration

colors for service types

Can each service type be assigned a color to make it easier to customize?
Guest over 1 year ago in Calendar & Scheduling 0 Already exists

Keep client selection when creating progress notes in a group case

When I create a progress note for a group member in a group case and return to the main progress notes screen, the group member that I previously selected reverts to a different one. Keep my original selection so I don't have to change it every time.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Make top-level navigation items default to a page

Make the top-level navigation items default to a page rather than having to click a sub-page (similar to how Schedule and Reports function) so I can navigate the system more quickly.
Guest over 1 year ago in Practice Management & Administration 0 Future consideration

Remove totals from downloaded billing reports

When I download a billing report to a CSV or PDF, allow me the option to remove the totals that appear at the top of the report.
Guest over 1 year ago in Reporting 1 Future consideration

Pay for add-ons annually

If I subscribe to add-on features such as Telehealth, Wiley, the Client Portal, etc., allow me to pay for those features annually as I do with my TheraNest subscription.
Guest over 1 year ago in Practice Management & Administration 1 Future consideration

Increase file size limit in secure messaging

Increase the file size limit when adding attachments to a secure message.
Guest over 1 year ago in Messaging & Notifications 1 Future consideration

Don't create claims for non-cpt services

If I've added a non-CPT service to a client's invoice, don't create a claim for that service.
Guest almost 3 years ago in Billing & Payments 0 Future consideration

Add date of first session as dynamic form element

When creating a dynamic form/intake form, allow me to insert the date of the client's first session.
Guest almost 3 years ago in Dynamic Forms / Practice Management & Administration 1 Future consideration