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Batch print claim forms (1500)

Allow me to batch print the CMS 1500 forms each day.
Guest over 4 years ago in Billing & Payments 0 Future consideration

Add service line to specific plans

Ability to add service line to the assessment and treatment plan.
Guest over 4 years ago in Notes & Cases 0 Future consideration

Display age of household members in client details

When I add a household member in the client's details under Manage Household Info and I enter that person's date of birth, have TheraNest calculate and display the age of that person.
Guest over 4 years ago in Clients & Groups 0 Future consideration

Add note to kept and rescheduled appointments

When changing the status of an appointment to kept or rescheduled, allow me to include a note like I can with canceled, no show, and late cancel.
Guest over 4 years ago in Calendar & Scheduling 0 Future consideration

Customize portal appointment confirmation emails

When a client schedules an appointment through the client portal and I confirm it, allow me to customize the email message that is sent when their appointment is confirmed.
Guest over 4 years ago in Appointments & Scheduling 0 Future consideration

Select all staff members when creating an appointment

When creating a multi-staff appointment each staff member has to be selected individually, but there should be an option to add all members in one button
Guest over 4 years ago in Calendar & Scheduling 0 Future consideration

Add client address Clients list

Allow me to customize the grid to include the client's address when viewing the list of clients.
Guest over 4 years ago in Clients & Groups 0 Future consideration

Allow the enter key to create another response when creating a dynamic form

When creating a dynamic form that includes a form element where I need to create responses, allow me to use the Enter key on my keyboard to quickly create another response rather than having to click the "Add Response" button.
Sarah Maiolo about 1 month ago in Dynamic Forms 0 Future consideration

Show more authorization details when selecting the authorization on the invoice

On the invoice screen, show the dates and service type(s) related to the authorization number on the dropdown where the user chooses the primary auth to link to the invoice.
Guest 4 months ago in Billing & Payments 0 Future consideration

Print all case forms for a client

If I have a multi-use case form, allow me to print all the forms similarly to how I can print all the progress notes for a case.
Binita Amin 4 months ago in Dynamic Forms 0 Future consideration