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More matches when searching invoices by date

When searching a client's invoices by date, allow me to only type in a 1 digit day or two-digit year. Right now the search is too restrictive and my formatting has to be very specific.
Guest over 1 year ago in Billing & Payments 1 Future consideration

Turn off option to type in client signatures

Please allow ability to turn off the type in signature feature as it is not accepted by some states or insurances.
Guest almost 5 years ago in Notes & Cases 0 Future consideration

Don't collect copays for certain CPT codes

There are certain CPT codes we don't collect a copay for (e.g., EAP benefits). Have a way for TheraNest to remind me or prevent me (and my staff) for collecting a copay if the client has an appointment with a specific CPT code.
Guest about 3 years ago in Billing & Payments 1 Future consideration

Add practice name to all email notifications I receive from TheraNest

We have multiple TheraNest accounts and with some email notifications I receive (e.g. new practice chat messages, support messages) it doesn't specify which of my TheraNest accounts it applies to, so I have to log into each account just to find it.
Guest about 3 years ago in Messaging & Notifications 1 Future consideration

Send client appointment notifications in location time zone

If I have client notification settings enabled for creating an appointment, rescheduling an appointment, etc. then send those emails using the location time zone.
Guest over 1 year ago in Messaging & Notifications 0 Planned

Display more future appointments in calendar sync

When I sync my TheraNest calendar to Google, show more appointments than just 60 days into the future.
Guest about 3 years ago in Calendar & Scheduling 2 Future consideration

Permission to view only prospective clients list

Make a permission so we can have staff members only view the prospective clients list without managing it.
Guest about 3 years ago in Clients & Groups 0 Future consideration

View invoices from a client's appointments list

When viewing the client's list of appointments, allow me to see if the date of service has been invoiced or not.
Guest over 1 year ago in Clients & Groups 1 Future consideration

Customize message when clients sign up for client portal via New Invitation Link

When I send the New Invitation Link to a client allow me to customize the message that appears above the signup box.
Guest over 3 years ago in Invitations 1 Future consideration

Automatically populate end date for medications based on script

Automatically populate the end date based on the date, time, and quantity of the most recent order prescribed so I don't have to remember to update it each time.
Guest over 1 year ago in E-Prescribe 2 Future consideration