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Access detailed managed billing invoices in TheraNest

Allow me to access detailed invoices in TheraNest for my managed billing services.
Guest over 3 years ago in Practice Management & Administration 0 Future consideration

Add fax number for primary care physician

When filling out the information for a client's primary care physician under the Additional Details tab, allow me to add the PCP's fax number.
Guest over 5 years ago in Clients & Groups 2 Future consideration

Remove organization name from dynamic forms

Allow me to remove my organization's name from dynamic forms so only the logo appears.
Guest almost 2 years ago in Dynamic Forms / Notes & Cases 0 Future consideration

Change "write off" to another term

Change the term "write off" to "adjustment" or allow me to customize it to a different term when working in the client's ledger.
Guest over 3 years ago in Billing & Payments 1 Future consideration

Show practice name in synced calendar appointments

When viewing my appointments in my synced calendar, have the practice name displayed because I work across multiple practices that use TheraNest.
Guest almost 2 years ago in Calendar & Scheduling 1 Future consideration

Don't require a location when adding a client

When I add a client to TheraNest, don't require me to indicate a location for the client. We have clients that move across locations and I don't want a location to default when creating an appointment.
Guest almost 2 years ago in Clients & Groups 1 Future consideration

Charge one co-pay per session per day

I was wondering if there's a way to set up a preference for the system to only charge 1 copay per day? When there are 2 sesions in 1 day, let's say a fam session and individual.
Guest almost 2 years ago in Billing & Payments 0 Future consideration

Add clients to group and existing telehealth appointments

If I have a group with existing telehealth appointments on the calendar and add a client to the group, have them added to the telehealth appointments with a link so I don't have to recreate the appointment.
Guest almost 2 years ago in Calendar & Scheduling 0 Future consideration

Color-Coded Client Intake System for Efficient Paperwork Tracking

From Include therapist on Client Intake report: It would be helpful if a new clients name was in red signaling that their intake paperwork had not been completed and then when those are emailed back into the system, the name changes to white. Th...
Guest over 3 years ago in Calendar & Scheduling 0 Future consideration

Include email address in Demographic Analytics report

Allow me the option to include the client's email address when running the Demographic Analytics report. I like to email clients within a given intake time frame and right now I have to pull that information from multiple places in TheraNest.
Guest over 3 years ago in Reporting 0 Future consideration