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Display cancel/reschedule indicators in Month view of calendar

display a cancel and reschedule icon to all calendar settings, daily, weekly monthly etc...
Guest over 6 years ago in Calendar & Scheduling 5 Completed

Use Preferred Name for Telehealth

Currently, when clients click on the teletherapy link, they see their first and last initial and a prompt to put in a preferred name. Please change this so that they do not see any part of their dead name and only the preferred name is displayed.
Guest over 4 years ago in Conducting Telehealth Sessions 7 Completed

Customize client portal invitation message

The welcome message of Therabook needs to be editable such that the practice welcomes the patient. Currently, the therapist welcomes the patient, which is less professional. The welcome message reads, "Jane do invites you..." I would like it to re...
Guest about 7 years ago in Invitations 6 Completed

Auto add secondary claim when ERA is processed

Automatically add the secondary claim when I process a client's ERA from their primary payer.
Guest over 4 years ago in Billing & Payments 6 Completed

Add option to load all appointments since intake date on client appointment history page

I want to quickly see all appointments from client history so that I do not have to manually search for most-past and most-future appointments. Otherwise this can be a time-consuming task.
Guest over 5 years ago in Clients & Groups 1 Completed

Have "group all appointments onto single claim" checked by default

When creating invoices, have the "group all appointments onto a single claim" checked by default so I don't have to check it every time.
Guest over 2 years ago in Billing & Payments 5 Completed

Add AUDIT as an intake form

Have TheraNest add the AUDIT to the list of intake forms so that I don't have to create it myself.
Guest over 1 year ago in Practice Management & Administration 1 Completed

Adding Group Activity to Activity Log

Add the following activities to the Activity Log: - Client added to group - Client removed from group - Group created - Group archived
Guest over 4 years ago in Clients & Groups 0 Completed

Make it easier for supervisor to go back to the list of notes needing to be signed

When multiple notes need to be signed for different supervisees, make an easier way to navigate back to the list of notes needing to be signed.
Guest almost 4 years ago in Notes & Cases 2 Completed

Indicate Default Rendering Provider in Client Profile

I need to be able to indicate which staff member is assigned as the rendering provider for each client.
Guest over 5 years ago in Clients & Groups 1 Completed