Search invoices by invoice number in client search
Expand the search at the top of the page to allow me to search for an invoice by the invoice number, so I don't have to go to a specific client to find it.
Please update the session unit report to match the units that are billed for a session. It is annoying to have to run a seperate report to find double sessions that occurred in the week.
Guest
about 4 years ago
in Reporting
0
Future consideration
Include the client's sexual orientation and gender identity in the Export Data report. We run this report a lot because it provides a lot of information in one report.
Guest
about 4 years ago
in Reporting
0
Future consideration
Allow me to edit the color of multiple service types at once so I can make similar service types the same color without having to edit each one individually.
As an admin, allow me to restrict certain client documents to be accessed by other users, or allow me to upload these documents to a different place in TheraNest. We may have uploaded a document that outlines rate information and we don't want eve...
Guest
about 4 years ago
in Clients & Groups
0
Future consideration
As a solo practice owner, allow me to enroll in a service with TheraNest so if something fatal happened to me I could know that my clients would be contacted and informed in a professional way.
0
Future consideration
