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220 VOTE

Store "Customize Grid" selections

When I adjust the grids for client statements or other reports using the "Customize Grid" dropdown, I want it to save my choices so when I direct away from and return to the page, the options selected previously are pre-selected.
Guest almost 6 years ago in Reporting 77 Completed
302 VOTE

Add log of when statements/invoices/superbills are emailed to clients

It would be great if there was a record on each client's ledger when the last statement or invoice was sent to them. We need to be able to track dates of when invoices/statements were sent to clients in order to give them a 2nd Notice or 3rd Notic...
Guest over 8 years ago in Billing & Payments 50 Completed
102 VOTE

Add template for Good Faith Estimate

Have TheraNest create a template for a Good Faith Estimate in Dynamic Forms.
Guest almost 3 years ago in Notes & Cases 17 Completed
287 VOTE

Report of clients by insurance payer

It would be great to be have a Client List per Insurance/Insurer as a quick reference to who has what insurance.
Guest over 8 years ago in Reporting 49 Completed
222 VOTE

Allow non-admin staff members to invite clients to client portal

Grant ability to invite client to client portal to non-admin users. Clients can only be invited from the client portal settings page, which is located under the Organization tab. As a result, only admins can invite new clients to the portal.
Guest almost 7 years ago in Invitations 85 Completed
204 VOTE

Add chat functionality to telehealth sessions

When I'm in a telehealth session, allow me to chat with my client(s) so that if we lose audio I can help them troubleshoot.
Guest over 6 years ago in Conducting Telehealth Sessions 44 Completed

Update Wiley treatment planner and progress notes

Update the Wiley Treatment Planner and Progress Notes because some of the information seems outdated.
Guest almost 2 years ago in Notes & Cases 4 Completed
185 VOTE

Ability to schedule recurring Telehealth sessions

Wanted to ask around scheduling regular teletherapy visits, it doesn't look like I have the option to schedule multiple visits when I select that it is a teletherapy session.
Guest over 6 years ago in Telehealth Appointments 94 Completed
190 VOTE

See other staff's calendar availability without showing appointment details

Currently, every staff member can see all appointments assigned to other staff members EXCEPT when someone has Therapist level permissions and can only view assigned clients. As a clinician working in a group practice, it is very helpful to be abl...
Guest almost 7 years ago in Calendar & Scheduling 52 Completed
281 VOTE

Ability to reorder tabbed navigation items in client/group cases

It would be great if we had more control over the order the tabbed navigation items, so that we could adjust how they appear under the client “notes” section in logical order or to make them consistent with our chart order.
Guest over 10 years ago in Notes & Cases 44 Completed