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Identify client session frequency under customized grid on client list.

It would be helpful to be able to look at your client list and identify clients as "weekly," every other week," pending discharge," etc. I know I often need to see how many are weekly vs. bi-weekly when considering schedule changes to my caseload ...
Guest almost 4 years ago in Clients & Groups 0 Future consideration

Add Client 'Bill To' information to Export

This would be to perform a quarterly internal audit to ensure that we have a parent/guardian for [active and archived] clients under the age of 18 for billing purposes.
Guest almost 4 years ago in Reporting 0 Future consideration

Batch Statements: Add a filter to allow to sort by Archived clients vs. active clients.

Add a filter to batch statements to allow to sort by Archived clients vs. active clients. When printing invoices it would be great to have the option to batch print those clients who are archived vs. those who are still active.
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Multiple Payment Consent Form Storage

Theranest currently only supports one Credit/Debit Consent form to be stored on the site. In cases where client needs to update method of payment, it would be useful to have the option to save and sign more than one payment method using the tab fe...
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Show Indicator in-app While In Active Session

Put an indicator (e.g., a colored dot) on the appointment in which a telehealth session is currently open. Since we are not able to open up more than one at a time, it would be helpful to know which one needs to be closed in the event that a clini...
Lindsay Dye almost 4 years ago in Calendar & Scheduling 0 Future consideration

creating autofill for client payment options

It would be very helpful if you could allow users to select or create the way your autofill feature works for client payment options. For example, I use "other" for the service by which my clients pay for services, rather than cash, but I can't se...
Guest almost 4 years ago in Practice Management & Administration 0 Future consideration

Don't include DOS of initial assessment in missing progress notes report

When running the missing progress notes report, don't include dates of service where an initial assessment was completed. Our initial assessment acts as the note for that day and a progress note isn't necessary.
Guest almost 4 years ago in Reporting 0 Future consideration

Client Portal Indicator During Batch Statements

Add feature to see if a client has an active client portal so provider/support staff can deselect and not prepare those for mailing.
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Clinician Directory

Hello, I'm not sure if this already exists, however, another EHR had advertised that they provide a directory exclusively for the clinicians who use their product. I would love to see a theranest directory to promote clinicians! Erica
Guest almost 4 years ago in Practice Management & Administration 0 Future consideration

supervison progress reports signature per Insurance company

We would like to have the 'sign progress notes under supervison' be specific to the Insurance company. We have one that only requires the clinical director to sign off in the log that she is supervising. And another that requires the signature on...
Rachael Eichhorn about 4 years ago in Notes & Cases 0 Future consideration