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.

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Showing 2037 of 2037

1 VOTE

Allow admins to unlock staff accounts

As an admin, if one of our staff members is locked out of their account allow me to unlock it.

Guest almost 2 years ago in Practice Management & Administration 1 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 almost 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 almost 4 years ago in Client Account Management 0 Future consideration

1 VOTE

Hours Displayed in Reporting

Include the hours spent on the Progress Note Signature Report

Guest almost 2 years ago in Reporting 0 Future consideration

1 VOTE

Mark alert as read

Allow me to mark an alert as read so I can keep the alert displayed but remove the number count from the badge.

Guest almost 2 years ago in Messaging & Notifications 1 Future consideration

1 VOTE

colors for service types

Can each service type be assigned a color to make it easier to customize?

Guest almost 2 years ago in Calendar & Scheduling 0 Already exists

1 VOTE

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

1 VOTE

Make top-level navigation items default to a page

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.

Guest about 2 years ago in Practice Management & Administration 0 Future consideration

1 VOTE

Remove totals from downloaded billing reports

When I download a billing report to a CSV or PDF, allow me the option to remove the totals that appear at the top of the report.

Guest about 2 years ago in Reporting 1 Future consideration

1 VOTE

Pay for add-ons annually

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.

Guest about 2 years ago in Practice Management & Administration 1 Future consideration

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