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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 5 years ago in Calendar & Scheduling 1 Future consideration

Redact credit card info on CC authorization form

If I send my clients a credit card authorization form, have their card number be redacted when I save it to their General or Clinical Documents.
Guest almost 2 years ago in Clients & Groups 0 Future consideration

Appointment Times in ledger

There is no time displayed for appointment times in the ledger. If a client is seen several times in one day, and I am trying to change/edit/delete an invoice, I click around so many times within the ledger to try to figure out which invoice numbe...
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Include Merchant Fee Info in the Payroll Report

It would be convenient to see merchant fees associated with a payment in the Payroll Report.
Guest almost 4 years ago in Reporting 0 Future consideration

Statements not showing Invoice or Statement numbers

To have the Invoice and Statement number removed if desired on Statements and if the same Rendering Provider to show the name only once.
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Adjust telehealth screen when connecting on iOS device

When an iOS device is used to connect to a telehealth session, the video appears narrow on the screen with black bars on either side. The only way I can correct it is by rotating the device and then rotating it back. Please make an update so I don...
Guest almost 2 years ago in Conducting Telehealth Sessions 0 Future consideration

uniform 'billable rate' on all invoices and then show our 'written off' amount.

We have a speech Language clinic. We want to show a uniform 'billable rate' on all invoices and then show our 'written off' amount. This is different per payor source depending on our contracts. I'd like to have a way we can show this consistently...
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Adjust column widths in reports

When running reports in TheraNest, allow me to adjust the column widths.
Guest almost 2 years ago in Reporting 1 Future consideration

Record previous name in client's details

For clients that get married or go through a legal name change, allow me to maintain a record of their previous name.
Guest almost 2 years ago in Clients & Groups 1 Future consideration

Change "Full day" calendar option to cover individual's availability

When creating a "full day" appointment, the time should span from whatever that clinician's schedule is. For example, if I work from 8-3:30 and have a request off, rather than showing up at the top of the calendar view, the appointment should cove...
Guest almost 4 years ago in Calendar & Scheduling 0 Future consideration