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Don't create a new case when navigating to notes

If I navigate to a client's notes and there isn't an open case, don't create a new one. I may only be looking at the notes to review notes from a closed case and I don't need a new case created.
Guest over 6 years ago in Notes & Cases 9 Future consideration

Visually differentiate between individual appointments, group appointments and non-client events in the Calendar

I need a way to easily see at a glance what kind of appointment or event I have on my calendar, whether it's for an individual, a group, or a non-client event like an office meeting.
Guest almost 5 years ago in Calendar & Scheduling 2 Future consideration

Change claim status from the client's ledger

When insurance claims are accepted but not ERA received in the billing tab due to paper checks or offline payment, it causes a two step process. First, you have to accept payment in the client ledger and then you have to go into the billing sectio...
Guest 3 months ago in Billing & Payments 0 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 almost 4 years ago in Billing & Payments 1 Future consideration

Implement client survey tool to capture feedback

Allow me to send my clients a survey to capture their feedback about their treatment at a certain frequency (e.g., I may want to send these surveys after every session, when their case is closed, etc.).
Guest almost 5 years ago in Practice Management & Administration 15 Future consideration

Add billing automation exclusion rule for secondary payers

In the Billing Automations, add an additional exclusion condition to Automated Invoice Processing for secondary payers. Not all secondary insurances are able to be submitted via TheraNest.
Elizabeth Marnix 4 months ago in Billing & Payments 1 Future consideration

Add Client ID to all reports

Allow me to run reports with just the client ID and not the client's name in cases where I need to download or print the report.
Guest over 7 years ago in Reporting 22 Future consideration

Enable monthly superbill generation

Similar to simple practice that allows you to automatically generate monthly statements or superbills.
Guest over 8 years ago in Billing & Payments 23 Future consideration

Improve the group notes workflow

Improve the workflow to create a group note for the group and progress notes for each client in the group. Right now it takes too much time to complete the notes and I have to jump to different areas.
Guest over 1 year ago in Notes & Cases 6 Future consideration

View appointment notes on agenda

We use the "notes" field in the appointment details screen to leave messages for the admin or therapists about what payment to collect at the time of the client's appt. It would be helpful to have the appointment detail notes visible on the agenda
Guest over 6 years ago in Calendar & Scheduling 14 Future consideration