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 1828

1 VOTE

Add the DHI as an intake form so that I can send it to my clients.

Guest over 2 years ago in Notes & Cases 1 Future consideration

1 VOTE

When applying a payment, allow me to view the entire credit card description without having to click the dropdown.

Guest over 2 years ago in Billing & Payments 1 Future consideration

1 VOTE

When charging a client's credit card, allow me to indicate if the card used was an HSA/FSA card.

Guest over 2 years ago in Billing & Payments 1 Future consideration

1 VOTE

As a supervisor, allow me to apply my signature after approving the note rather than going back in to sign in.

Guest over 2 years ago in Notes & Cases 1 Future consideration

1 VOTE

Allow me to set the payment override amount by case rather than at the client level.

Guest over 2 years ago in Billing & Payments 1 Future consideration

1 VOTE

Display the location address of the appointment in the progress note.

Guest over 2 years ago in Notes & Cases 0 Future consideration

1 VOTE

When a client changes their name and I change it in the system, only apply that name change to any documents created going forward.

Guest over 2 years ago in Clients & Groups 0 Future consideration

1 VOTE

Allow me to search the alerts/notifications I get in TheraNest so I can find what I'm looking for faster.

Guest over 2 years ago in Messaging & Notifications 2 Future consideration

2 VOTE

Allow me an easy way to see ERAs that have had a $0 payment.

Guest over 5 years ago in Billing & Payments 1 Future consideration

1 VOTE

Allow me to show both the physical address and the billing address on the invoice.

Thomas The Test Engine over 2 years ago in Billing & Payments 0 Future consideration