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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

Email payment receipts

After I process a client's payment, allow me to email them a copy of their receipt.
Guest almost 4 years ago in Billing & Payments 5 Future consideration

View when invoices, superbills, and statements were sent from client ledger

Allow me to view when invoices, superbills, and statements were sent from the client ledger so I don't have to search through the activity log to find this information.
Guest over 3 years ago in Clients & Groups 17 Future consideration

Organize dynamic forms & intake forms into folders

Allow me to create folders to organize my dynamic forms and intake forms so I can keep similar forms together (e.g., mental health counseling, infertility counseling, etc.) and easily select the forms out of a specific folder to send to new client...
Guest almost 4 years ago in Clients & Groups / Dynamic Forms 8 Future consideration

Allow group telehealth sessions with non-client attendees

It would be beneficial to be able to have multiple family members (e.g., teenager and parent) join the telehealth session from multiple devices (e.g., teen in one room, parent in another). I paid for the group telehealth option thinking that it wo...
Guest over 4 years ago in Conducting Telehealth Sessions 8 Future consideration