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Batch loading invoices into ledger

Hi there -- I've been enjoying Theranest for something over a year, and I just discovered batch invoicing. However, I'd already individually prepared several months of invoices pursuant to electronically uploading them to Docustream, I have to up...
Guest about 4 years ago in Billing & Payments 0 Future consideration

Disable client's ability to screen share

It would be helpful to have the ability as the clinician to turn off the client's ability to screen share during sessions. I work with younger children and they often try to 'highjack' the session by turning on the screen sharing on their end.
Guest about 4 years ago in Conducting Telehealth Sessions 0 Future consideration

Chat messages flag or star them to be able to go back to them

It would be good to be able to star or flag some chats or be able to change to unread so I can go back to them later.
Guest about 4 years ago in Messaging & Notifications 0 Future consideration

Add "Units" column to the Payroll Report.

Add "units" column to Payroll Report.
Guest about 4 years ago in Reporting 0 Future consideration

Create separate tab to manage client portal access

I wish the manage clients section, had its own tab in the client portal section of the organization.
Guest about 4 years ago in Practice Management & Administration 0 Future consideration

Send Portal Invite Via Text Message

Sometimes email addresses get messed up and the client never recieves the portal invite to get started. Could the admin have the option to send a link to start the portal through text. This way the invite will not get buried in their inbox and the...
Guest about 4 years ago in Clients & Groups 0 Future consideration

Pay for a service to transfer my data from one TheraNest account to another

Transferring my data is a very manual process when moving from one TheraNest account to another TheraNest account. Allow me to pay for a service that will do this for me, so that my historical documentation, appointments, etc. are all in my new ac...
Guest about 4 years ago in Practice Management & Administration 0 Future consideration

Process credit card payments under $1

Allow me to process credit card payments under $1.
Guest about 2 years ago in Billing & Payments 0 Future consideration

Notes by month

A way to filter notes by month or timeframe. Sometimes it takes some time for supervisors to approve notes to then sign them (I'm unlicensed). This function would allow us to find notes dating in a certain timeframe rather than going through each ...
Guest about 4 years ago in Notes & Cases 0 Future consideration

Send portal messages to email

If a client messages me from the client portal, have it directed to my email similar to how it's done when case notes are signed.
Guest about 4 years ago in Messaging & Notifications 0 Future consideration