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.

All ideas

Showing 2037 of 2037

1 VOTE

Add a new Staff permission for managing Client Cases

Add a new Staff Permission that when granted, would allow Staff to manage (create and delete) Client cases.

Katie Prodanovich about 1 month ago in Notes & Cases / Practice Management & Administration 0 Future consideration

2 VOTE

Show more recurring appointments in the client portal

Allow clients to see more of their upcoming sessions in the Client Portal so they can plan appropriately for vacations without having to contact the organization.

Stephen Luna - Admin 2 months ago in Appointments & Scheduling 0 Future consideration

32 VOTE

Automatic generation of tasks

Allow me to set up a rule so that certain tasks are automatically generated in my task list. For example, when I add a new client I want tasks generated for inviting them to the portal, scheduling an appointment, etc.

Guest about 3 years ago in Practice Management & Administration 13 Future consideration

67 VOTE

Automatically send client superbill when credit card is charged

Allow me to send a superbill to a client when payment is collected.

Guest over 6 years ago in Billing & Payments 13 Future consideration

31 VOTE

Specify who gets notified of completed intake forms

Allow me to specify who gets notified when a client completes an intake form. As an admin, I want to be notified when any client completes a form without having to be assigned to every client. We also have intake coordinators who need to be notifi...

Guest almost 3 years ago in Messaging & Notifications 7 Future consideration

25 VOTE

Switch back to old navigation

Allow me the option to switch back to the old navigation.

Guest over 2 years ago in Practice Management & Administration 9 Future consideration

24 VOTE

Hide or remove tabs from clients and cases

I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.

Guest over 2 years ago in Clients & Groups 4 Future consideration

1 VOTE

Add Calendar Sync setting to not include Telehealth Session URL

Add a new setting to the Calendar Sync feature that would prevent the Telehealth Session URL for Telehealth Appointments from being synced to an external calendar.

Guest about 1 month ago in Calendar & Scheduling 0 Future consideration

44 VOTE

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 over 4 years ago in Clients & Groups / Dynamic Forms 8 Future consideration

27 VOTE

Save sorting selections in client list

If I'm viewing the client list and sort the table, have TheraNest save my sorting preferences so if I navigate away and come back the sorting doesn't reset.

Guest over 2 years ago in Clients & Groups 2 Future consideration

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