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Include option for phone call notes.

Include option for phone call note.
Guest over 6 years ago in Notes & Cases 0 Already exists

Add Social Worker to Job Title Description

Need a staff title added of "Social Worker";
Guest over 6 years ago in Practice Management & Administration 0 Already exists

Send Custom Forms via Email

Allow ability to send custom forms via email to client, not just as intakes on client portal.
Guest over 6 years ago in Practice Management & Administration 0 Already exists

calendar

Hi there. I love your calendar a lot. However, it'd be nice that when updating a recurring event, there's an option to "update all future events". That way, you can make changes several weeks from now without interrupting or changing events that a...
Guest over 6 years ago in Calendar & Scheduling 0 Already exists

Edit intervention list

The treatment plan intervention list saves everything people type in. Typos and all. It needs to be edited or to turn off auto save. We have many therapists and it's getting out of hand.
Guest over 6 years ago in Notes & Cases 0 Already exists

Drag and drop appointments

Moving appointments around from the calendar weekly or monthly view could/should be easier to manipulate. Suggestion would be that an appointment could be dragged and dropped in another time slot rather than having to delete the appointment only t...
Guest over 6 years ago in Calendar & Scheduling 0 Already exists

Taking down profile and ending automatic calls to clients when someone has unsubscribed

I have decided not to subscribe to Theranest, you need to do a better job and stopping the reminder phone calls to my clients as I am no longer using your service.
Guest over 6 years ago in Practice Management & Administration 0 Will not implement

Two credit cards on file

I wish I could keep 2 credit cards on file for each client. Some of my children have two parents splitting it
Guest over 6 years ago in Billing & Payments 0 Already exists

Appointment length in reminders

Hi, I would like to suggest that the appointment length be removed from the reminder sent to clients. Since insurance allots therapists a portion of that hour for therapists to write notes, the client is confused when sessions end after 45/55 minu...
Guest over 6 years ago in Messaging & Notifications 0 Will not implement

Easily see billing status for all attended sessions

We need a billing report that makes it easy to see who has been 1) seen, 2) invoiced, 3) submitted for insurance payment. I very much like the new "Agenda" pages, which allow you to go down the left-hand side and easily see who has been invoiced, ...
Guest over 6 years ago in Billing & Payments 0 Already exists