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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

Notification for client portal account creation

Notify me when a client registers for the client portal so I can follow up with a phone call if they don't schedule an appointment.
Guest over 6 years ago in Messaging & Notifications 14 Future consideration

Calculate and track assessment scores

When filling out clinical assessments (e.g., PHQ-9, GAD-7) have TheraNest automatically calculate the total and track the scores over time for a client.
Guest almost 5 years ago in Notes & Cases 15 Future consideration

Archive clients on prospective clients list

Allow me to archive clients that are on the prospective client's list so I don't have to activate them just to archive them. I don't want to delete them because I want to keep a record of these clients.
Guest about 3 years ago in Clients & Groups 3 Future consideration

Remove client name from billing reports

When running billing reports, allow me to customize the grid to remove the client's name. I want to print the report without their name or only their ID so their identifying information isn't shown. Sometimes we have to show these reports to peopl...
Guest almost 3 years ago in Reporting 14 Future consideration

Subtract from staff billing when refunding client

We use the staff billing tab to pay our staff on a monthly basis. Therefore, it would be helpful if there was a way to subtract an amount from the staff billing when we have to pay back a client for an overpayment in their copay. At this time, the...
Guest 4 months ago in Billing & Payments 0 Future consideration

Shared credit card for families

Functionality to save a credit card on one family member's profile that can be accessed and charged for other family members' invoices.
Guest almost 6 years ago in Billing & Payments 4 Future consideration