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Alert me if I'm archiving a client with a balance

Alert me or warn me if I attempt to archive a client that has a balance or refund.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Connect to ECHO

Allow me connect to ECHO through TheraNest.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Alert for new secure message

Alert me or notify me if I have a new secure message from a client because it's easy to miss the number on the icon.
Guest over 2 years ago in Messaging & Notifications 1 Future consideration

Add notes to contacts in contact network

Allow me to add notes about a contact in a client's contact network.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Always display diagnosis codes on statements

Always displays the client's diagnosis code(s) when printing a statement.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Populate box 10d on CMS form

Have TheraNest populate box 10d on the CMS 1500 form.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Add more options to type of residence dropdown

Under a client's "Additional Details", add more options to the "Type of Residence" dropdown such as ILF and ALF.
Guest over 2 years ago in Clients & Groups 0 Future consideration

Add duration to contact log

When creating a contact log entry for a client, allow me to indicate the duration so that if it was a phone call I can track how long the call was.
Guest over 2 years ago in Notes & Cases 1 Future consideration

Always display payout amount when viewing payroll report

When I run the Payroll Report by Rendering Provider and mark a line as "Paid", there's no way for me to go back and see what the payout amount was unless I unmark the item.
Guest over 2 years ago in Reporting 1 Future consideration

Bulk add appointments

Allow me to create more than one appointment at a time for different clients.
Guest over 2 years ago in Calendar & Scheduling 1 Future consideration