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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

Show clients flags on ledger

Allow me to view the client's flag(s) when on their ledger.
Guest over 2 years ago in Billing & Payments 8 Future consideration

Allow clients to select from a list of available appointment times rather than selecting from the calendar

I would prefer having new and existing clients pick from a list of available start times (chosen by the therapist) rather than using the calendar. With some therapists having both top of the hour (1:00) and half hour start times (1:30) this makes ...
Guest about 7 years ago in Appointments & Scheduling 30 Future consideration

Add another assessment and set alerts/reminders

We are required to complete an assessment after a certain amount of time depending on the payer and/or state regulations. Allow me to set a reminder or an alert for when a client needs to have an assessment completed, and allow me to complete anot...
Guest over 6 years ago in Notes & Cases 20 Future consideration

Add custom appointment status options

I’d love to see an option that has clients appt’s listed as “pending” and “in lobby” in addition to the already existing options of kept, cancelled, etc.
Guest about 5 years ago in Calendar & Scheduling 14 Future consideration