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2 VOTE

View statement headings on all pages

When I'm viewing a client's statement as a PDF, have the column headings show on each page.

Guest about 3 years ago in Billing & Payments 0 Future consideration

1 VOTE

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

2 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

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

2 VOTE

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

1 VOTE

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

2 VOTE

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

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