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Add a calendar preference to display client first initial and last name in user profile and settings

Please allow for "show only first initial and last name" on preferences along with the option of "show only client initals in synced calendars" for calendar options in profile and settings.
Micah Mabe about 1 month ago in Calendar & Scheduling 0 Future consideration

Copy and sync clinical information across different client cases

We are a group practice and we do share clients….ex. we have clients that see one therapist for individual and another for couples and perhaps another for group. We are all part of the treatment team so we are all assigned to the case and have ROI...
Guest over 6 years ago in Notes & Cases 13 Future consideration

Automatically apply ERA check number to payment number on invoice

Please add check number of the insurance payment when processing the ERAs on my behalf.
Guest almost 8 years ago in Billing & Payments 9 Future consideration

Add CC fees to the Daily Billing report

Show the credit card fees in the Daily Billing report.
Guest over 1 year ago in Reporting 3 Future consideration

Add staff filter to the Staff Billing report

If Theranest can add an appointment staff filter to the Staff Billing Report, this would help tremendously. We have Interns and Residents who bill under licensed staff members for insurance so it would make this easier viewing their sessions all i...
Guest 2 months ago in Reporting 0 Future consideration

Show less information on the appointment block

When viewing the calendar, show less information on the appointment block. It's overwhelming to see and I can go to the Agenda to see those details.
Guest 6 months ago in Calendar & Scheduling 9 Future consideration

Add standardized diagnostic screening tools

Adding screening tools such as PHQ-9, GAD-7, Kessler-10, The Duke, would help track a clients progress in treatment. As well as support Diagnosis
Guest almost 9 years ago in Notes & Cases 11 Future consideration

Have the DBA be client-facing

With the new DBA field, make the name entered in that field the one that clients see because that's what they know my business as.
Guest over 2 years ago in Practice Management & Administration 13 Future consideration

Add credit card information in the portal that populates in TheraNest

Allow clients to add their credit card information on the portal (without having to make a payment) that will then populate into TheraNest so I don't have to manually transfer credit card numbers from credit card authorization/consent forms.
Guest over 3 years ago in Client Portal Payments 15 Future consideration

Hide/Show Balance Due fields when printing Client Demographics

When printing the Client Demographics page, add a new option to hide or show the Balance Due fields. Adding this option would streamline the process of printing this page when using the printed Client Demographics for referrals.
Guest 3 months ago in Clients & Groups 0 Future consideration