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Make the add appointment button more prominent

When viewing the calendar, make the add appointment button/icon more prominent because it's easy to miss.
Guest over 3 years ago in Calendar & Scheduling 1 Future consideration

Don't set default place of service for billing

Allow me to not set a default place of service for billing so I'm forced to select the correct place of service when I create invoices.
Guest over 3 years ago in Practice Management & Administration 1 Future consideration

Add client to more than one family group

Allow me to add a client to more than one family group.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Search diagnosis by three letters

Allow me to enter the first three letters of several words in a diagnosis and be able to search that way. Sometimes things are worded as depression, or depressive and it's easier to just be able to search for maj dep dis rec than it is to type out...
Guest over 3 years ago in Notes & Cases 1 Future consideration

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 over 3 years ago in Clients & Groups 1 Future consideration

Don't copy mental status when applying a progress note to all group members

When applying a progress note to all group members, don't copy over the Mental Status and Risk Assessment sections. Only copy over and apply the narrative fields to the other group members.
Guest over 3 years ago in Notes & Cases 2 Future consideration

Give client contacts permission to view/edit client demographics in portal

Making it a permission setting for contacts in a client's Contact Network to view and edit the client's demographic information on the client portal.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Add organization email to invoices

Allow me to include my organization's email on invoices.
Guest over 3 years ago in Billing & Payments 2 Future consideration

Add "target completion date" next to goals on progress notes

Add "target completion date" next to goals on progress notes, similar to how it appears on treatment plans, so when payers read my progress notes they know what that date signifies.
Guest over 3 years ago in Notes & Cases 0 Future consideration

One line item on invoices for similar services

If I create an invoice that includes similar services, bundle them onto one line item and display the quantity with the total amount. For example, if the invoice includes two billable phone consults, include both on the same line with the quantity...
Guest over 3 years ago in Billing & Payments 1 Future consideration