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.
Keep client selection when creating progress notes in a group case
When I create a progress note for a group member in a group case and return to the main progress notes screen, the group member that I previously selected reverts to a different one. Keep my original selection so I don't have to change it every time.
Guest
about 2 years ago
in Notes & Cases
1
Future consideration
Make the top-level navigation items default to a page rather than having to click a sub-page (similar to how Schedule and Reports function) so I can navigate the system more quickly.
If I subscribe to add-on features such as Telehealth, Wiley, the Client Portal, etc., allow me to pay for those features annually as I do with my TheraNest subscription.