ADD A NEW IDEA

All ideas

Showing 1804

Search by client name or event title in calendar

When we go to the schedule a patient, most of them ask when is their next appointment. It would be better if we could search their name right on the calendar schedule and it pop up with their next appointments scheduled instead of having to go bac...
Guest over 8 years ago in Calendar & Scheduling 14 Future consideration

Select whether completed intake forms should save to clinical or general documents

When creating an intake form, allow me to choose whether the completed form is saved to the client's General Documents or Clinical Documents for all open cases so we can limit which staff can view them.
Guest over 3 years ago in Practice Management & Administration 8 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 about 8 years ago in Billing & Payments 9 Future consideration

Subscribe therapists to either individual or group telehealth

Allow me to select which therapists are on the group telehealth plan and which are on the individual plan.
Guest about 5 years ago in Practice Management & Administration 19 Future consideration

Don't retroactively change diagnosis code if updated

Don't retroactively change a diagnosis code on superbills and clinical documentation if a diagnosis code has been updated for a client. Currently, if a diagnosis code gets updated for a client it applies to past superbills and progress notes, but ...
Guest over 4 years ago in Notes & Cases 9 Future consideration

Allow underscores "_" in portal invite messages

I need to be able to add my email into the client invitation message to join the portal. My email address includes the use of the underscore "_", but it's currently a prohibited value.
Guest about 1 month ago in Invitations 0 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 over 9 years ago in Notes & Cases 11 Future consideration

One-time payment link for entire balance

It has been mentioned before but for some reason I can't add my vote to support it. PLEASE make it possible to send a 1-time payment link to a 3rd party for the total client balance due. Having to send a separate link for each invoice is a pain fo...
Guest about 4 years ago in Billing & Payments 1 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 about 4 years ago in Client Portal Payments 15 Future consideration

Email payment receipts

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