BCC additional emails when sending appointment reminders
If a client has multiple email addresses on file, don't display all email addresses in the "To" field in the emailed appointment reminder. Sometimes we see children of divorced parents who have contentious relationships.
Show appointment as rescheduled if client rescheduled from portal
If a client reschedules an appointment from the client portal and I confirm the new appointment, show the status of the appointment as rescheduled similar to how it would show if I rescheduled it within the application.
Make it more obvious where to add a client's insurance
Make it more obvious in TheraNest where to add a client's insurance information. The "Add New Insurance" button is at the bottom of the screen and it's easily overlooked.
Guest
almost 4 years ago
in Clients & Groups
1
Future consideration
When creating an invoice, allow me to see any appointment notes that were entered for the appointment. Our organization uses appointment notes to indicate billing information that the biller needs to know when invoicing/billing the appointment.
Don't include write-offs in client transactions total
It's difficult to identify the actual client payments on statements because write-offs are included in the Client Transactions total. Separate these into different columns, or don't include the write-off amounts in the total because it's difficult...
If you could please add "client notes" as an option for "customize grid" on the "Clients" tab it would be greatly appreciated. This would streamline many of our processes and save a lot of time for our practice. Thank you.