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.
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...
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
Allow me to adjust the size of my organization's logo on progress notes. It looks smaller than how it appears on intake forms and invoices and is hard to read.
Guest
over 3 years ago
in Notes & Cases
1
Future consideration
Only allow admins to change billing provider on invoices
Only allow admins to change the billing provider on invoices, or have a separate permission for billers. We have some staff members that are selecting the wrong billing provider when creating invoices for their clients.
Change default date range when viewing a client's appointments
Under Clients → Appointments, change the default date range to include more appointments in the future so that it aligns with the client's online scheduling range.
Guest
over 3 years ago
in Clients & Groups
2
Future consideration
0
Future consideration
