Don't include write-offs in client transactions total
It's difficult to identify the actual client payments on statements because write-offs are included in the Client Transactions total. Separate these into different columns, or don't include the write-off amounts in the total because it's difficult...
If you could please add "client notes" as an option for "customize grid" on the "Clients" tab it would be greatly appreciated. This would streamline many of our processes and save a lot of time for our practice. Thank you.
Don't have 15-min appointments take up 30-min blocks on the calendar
A 15-minute appointment takes up a 30-minute block on the calendar causing appointments to appear to be overlapped. This makes it difficult to read the calendar.
Don't display the referral source on the initial assessment because that's more for internal use and doesn't need to be included on clinical documentation.
Guest
over 3 years ago
in Notes & Cases
0
Future consideration
When displaying a group appointment on the agenda, provide more details as to the appointment status so I can see if some people have canceled or if everyone has canceled without having to go into another screen.
Provide a "map" that tells us which Theranest field populates which loop of the EDI 837.
Sometimes I can find the error in the EDI 837 but can't figure out where to go in Theranest to make the change that will correct it.
We have staff members who only perform office tasks and will never have an appointment scheduled with them. Allow me to remove them from the Staff filter in the calendar so the filter is easier to use.
1
Future consideration
