All ideas

Showing 1967 of 1967

2 VOTE

Add "Units" column to the Payroll Report.

Add "units" column to Payroll Report.

Guest about 4 years ago in Reporting 0 Future consideration

2 VOTE

Create separate tab to manage client portal access

I wish the manage clients section, had its own tab in the client portal section of the organization.

Guest about 4 years ago in Practice Management & Administration 0 Future consideration

2 VOTE

Send Portal Invite Via Text Message

Sometimes email addresses get messed up and the client never recieves the portal invite to get started. Could the admin have the option to send a link to start the portal through text. This way the invite will not get buried in their inbox and the...

Guest about 4 years ago in Clients & Groups 0 Future consideration

2 VOTE

Pay for a service to transfer my data from one TheraNest account to another

Transferring my data is a very manual process when moving from one TheraNest account to another TheraNest account. Allow me to pay for a service that will do this for me, so that my historical documentation, appointments, etc. are all in my new ac...

Guest about 4 years ago in Practice Management & Administration 0 Future consideration

1 VOTE

Process credit card payments under $1

Allow me to process credit card payments under $1.

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

2 VOTE

Notes by month

A way to filter notes by month or timeframe. Sometimes it takes some time for supervisors to approve notes to then sign them (I'm unlicensed). This function would allow us to find notes dating in a certain timeframe rather than going through each ...