All ideas

Showing 1756

Report on missing forms

Allow me to run a report that shows which clients have missing forms. It would be easier to run a report rather than go through each client one by one.

Guest almost 4 years ago in Reporting 0 Future consideration

2 VOTE

Have private description of Service Types

For each Service Type, it'd be helpful to have an area where I can enter a description that only I can see. Then, rather than having to do a google search or look through my files every time I need a refresher on the details about billing codes, I...

Guest almost 4 years ago in Practice Management & Administration 0 Future consideration

2 VOTE

Clinic Calendar: Non-mandatory events happening

There are optional meetings we have for our clinic. For example Trauma Consultation Hour where the providers can use the conference room for consultations with each other. This is not a required meetings, but we were wondering if there was a way t...

Guest almost 4 years ago in Calendar & Scheduling 0 Future consideration

1 VOTE

Don't update name changes on previous documentation

When a client changes their name and I change it in the system, only apply that name change to any documents created going forward.

Guest almost 2 years ago in Clients & Groups 0 Future consideration

2 VOTE

Client portal help

On the client portal registration page where the "i" appears in the upper right hand corner could the word "Help" or "Client Portal Help" be added or moved closer to the center of screen? This would help alert clients of the feature.

Guest almost 4 years ago in Clients & Groups 0 Future consideration

2 VOTE

Wiley Treatment Planner- be able to save as you go

When creating a Wiley Treatment plan it should save as you go to create a draft, rather than having to start all over if in the middle of a tx plan. I often create a treatment plan over a few sessions and it would be helpful to be able to go throu...

Guest almost 4 years ago in Notes & Cases 0 Future consideration

2 VOTE

Paid Status -insurance vs cash/credit

I think it would be great if the ledger under paid would differentiate between what insurance paid and what the client paid in cash/credit instead of just the amount paid, if that makes sense. Sometimes it's hard to tell what the client paid thems...

Guest almost 4 years ago in Billing & Payments 0 Future consideration

3 VOTE

Ability to archive clients when closing a case

It would save so much time if we could archive a client from the same page where we close a case.

Guest almost 6 years ago in Notes & Cases 1 Future consideration

2 VOTE

Open progress note upon starting telehealth session

When I connect/start a telehealth session, have TheraNest automatically open a progress note for that date of service.

Guest almost 4 years ago in Notes & Cases 1 Future consideration

2 VOTE

use icon instead of popup to alert support responses

It would be helpful if the support responses in the "Get Help" chat did not popup on your screen. This is a workflow interruption especially during telehealth sessions. Depending upon the length of the response, the alert popup cannot always be cl...

Christine Wheeler almost 4 years ago in Messaging & Notifications 0 Future consideration

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