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Do not remove addendums from notes when unsigning

If I have to remove a signature to make corrections to a note, don't remove any addendums that have already been created.
Guest about 4 years ago in Notes & Cases 0 Future consideration

Allow entering in number code for service type color coding feature

No description provided
Guest about 4 years ago in Calendar & Scheduling 0 Already exists

Send client records to other providers

We receive quite a few record requests - it would be ideal to have an email function from within TheraNest where we could email records/notes to requesting providers/family physicians.
Guest about 4 years ago in Notes & Cases 0 Future consideration

Automatic Appointment Reminders

Have system automatically send appointment reminders.
Guest about 4 years ago in Practice Management & Administration 0 Already exists

Mark whether note is individual or group

When filling out a progress note for a client, allow me to check whether the session was individual, family, group, etc.
Guest about 4 years ago in Notes & Cases 0 Already exists

View full service type on the invoice

Please adjust the invoicing screen so that the billing type field/window does not truncate the text, so I can verify the correct billing code was used.
Guest about 4 years ago in Billing & Payments 0 Future consideration

option to view General Documents as a text list

Change the formatting of items in the General Docs area of Theranest so that existing documents can be viewed as a list. We are currently forced to view the docs as icons and the text is truncated, making identification difficult. I would prefer t...
Guest about 4 years ago in Clients & Groups 0 Already exists

Disable clients from scheduling appointments same day on client portal

When clients schedule appointments on the client portal, allow me to prevent them from scheduling appointments for the same day.
Guest about 4 years ago in Appointments & Scheduling 1 Already exists

Don't preview notes after saving

After I sign and save a client's note, don't open another screen that shows the PDF version of the document.
Guest about 4 years ago in Notes & Cases 0 Future consideration

Display last used options for "Hide a Suggestion" feature

When manually entering insurance payments and using the "Hide a Suggestion" drop-down, show the last few options I selected first to make it easier to find the ones I use frequently.
Guest over 4 years ago in Billing & Payments 0 Future consideration