Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

All ideas

Showing 2043 of 2043

1 VOTE

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.

Guest almost 2 years ago in Calendar & Scheduling 0 Future consideration

1 VOTE

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.

Guest almost 2 years ago in Appointments & Scheduling 0 Future consideration

2 VOTE

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

2 VOTE

Add appointment status for "late rescheduled"

Allow me to mark an appointment as "late rescheduled".

Guest almost 4 years ago in Calendar & Scheduling 1 Future consideration

2 VOTE

Add location to Google calendar sync

When syncing my TheraNest calendar with my Google calendar, allow me to view the location of the appointment in my Google calendar.

Guest about 4 years ago in Calendar & Scheduling 1 Future consideration

2 VOTE

Accept payment in other currencies

Allow me to accept payment in other currencies or for clients to see the payment amount in their local currency.

Guest about 4 years ago in Billing & Payments 2 Future consideration

1 VOTE

Go to client's details after unarchiving

After unarchiving a client, give me the option of going straight to the client's record.

Guest about 2 years ago in Clients & Groups 1 Future consideration

1 VOTE

View appointment notes on the invoice

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.

Guest about 2 years ago in Billing & Payments 0 Future consideration

2 VOTE

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...

Guest about 4 years ago in Billing & Payments 1 Future consideration

2 VOTE

Client Notes on Customize Grid

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.

Guest about 4 years ago in Client Account Management 0 Future consideration

Please enter your email address

FILTER BY CATEGORY