Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

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Showing 2043 of 2043

2 VOTE

Notate claims that have been auto-processed

Notate which claims have been auto-processed so I can double-check to make sure the funds were received.

Guest about 3 years ago in Billing & Payments 1 Future consideration

1 VOTE

Manually mark a client's insurance eligibility

Allow me to manually mark a client's insurance eligibility for those we can't check through TheraNest.

Guest over 1 year ago in Billing & Payments 1 Future consideration

2 VOTE

Add race and gender fields to a client's household

When I add people under the Manage Household Info of a client, allow me to indicate their race and gender.

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

3 VOTE

CC therapist when sending emails to clients

Allow me to CC a therapist on emails being sent to clients by other staff members.

Guest over 4 years ago in Messaging & Notifications 1 Future consideration

2 VOTE

Increase character limit for task notes

Increase the character limit for the "note" field when adding a task.

Guest about 3 years ago in Practice Management & Administration 1 Future consideration

2 VOTE

Stay on invoice after applying a write-off

Allow me to stay on the invoice after applying a write-off.

Guest about 3 years ago in Billing & Payments 1 Future consideration

2 VOTE

Change "sex" field in client details & portal

Change the "sex" field in client details and on the client portal because it doesn't reflect the terms we use.

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

2 VOTE

Allow therapists to create client flags

As a therapist, allow me to create a flag for my client. I may need to create a flag to notate something clinically important that other staff need to be aware of.

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

3 VOTE

Allow therapists to manage client notification settings for each client

As a therapist, allow me to manage which email notifications my clients receive. Right now this can only be managed from the Organization tab (under Client Portal) and I want to specify which of my clients receive which notifications.

Guest over 4 years ago in Messaging & Notifications 1 Future consideration

4 VOTE

Add ability to filter Agenda by unbilled appointments

Add ability to filter Agenda by unbilled appointments so we can easily see when an appointment is missing an invoice.

Guest over 6 years ago in Calendar & Scheduling 2 Future consideration

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