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Enter insurance information in client portal

Allow clients to enter their insurance information in the client portal.
Guest over 4 years ago in Client & Billing Details 0 Already exists

Display calendar as Sunday to Saturday

Have the calendar displayed as Sunday to Saturday rather than Monday to Sunday because that's how most calendars are displayed.
Andrea Cook over 4 years ago in Calendar & Scheduling 0 Future consideration

Allow amending of secondary client ID numbers for additional cases

Allow amending of secondary Client ID numbers for clients who have multiple cases.
Guest over 4 years ago in Clients & Groups 1 Future consideration

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

Fill 32a NPI from Location in Invoice

Have the NPI that is filled in box 32a be pulled from the location chosen on the appointment/invoice. Currently defaults to whatever is in "Facility NPI" regardless of the location chosen
Guest over 4 years ago in Billing & Payments 0 Already exists

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