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 1804

1 VOTE

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 almost 4 years ago in Notes & Cases 0 Future consideration

1 VOTE

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 almost 4 years ago in Billing & Payments 1 Future consideration

1 VOTE

Display client intake date when editing group assessment

When I'm editing an initial assessment for a group case, the client's intake date doesn't appear when I'm editing the document, but it does appear on the printed document. Have it appear when I'm editing the document so I can make sure it's entere...

Guest almost 4 years ago in Notes & Cases 0 Future consideration

1 VOTE

Display service type on printed monthly calendar

When I print my calendar for the month, show the color-coded service type for the appointment.

Guest about 4 years ago in Calendar & Scheduling 1 Future consideration

1 VOTE

Send message to client when creating appointment

When I'm creating an appointment for a client, allow me to send them a message right from the appointment window. I may want to remind them to bring something or complete their intake paperwork and it would be nice to do that when creating and sav...

Guest about 4 years ago in Calendar & Scheduling 0 Future consideration

1 VOTE

Add appointment location to superbills

When printing the superbill, include the location of the appointment(s).

Guest about 4 years ago in Billing & Payments 0 Future consideration

1 VOTE

Change "clients" to "patients"

Everywhere in TheraNest where the word "client(s)" appears, have it replaced with the word "patient(s)" because I use the term "patients".

Guest about 4 years ago in Practice Management & Administration 0 Future consideration

1 VOTE

Display all options in Mental Status fields

When completing the Mental Status fields of a progress note, display all the choices available for the field instead of just the first 20. I prefer to pick from a list rather than try and remember what might not be displayed.

Guest about 4 years ago in Notes & Cases 1 Future consideration

1 VOTE

Select which calendars users can view

Allow me to select which calendars users can view. As an admin, I may not want anyone to see my calendar. I also may not want contractors to view another provider's calendar.

Guest about 4 years ago in Calendar & Scheduling 1 Future consideration

1 VOTE

Add conservator field to client details

Add a conservator field to the client details page so if the client is conserved I know who the conservator is.

Guest about 4 years ago in Clients & Groups 1 Future consideration

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