Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

All ideas

Showing 2043 of 2043

51 VOTE

Add preferred name field for staff

Allow me to enter a preferred name for staff. Sometimes our therapists use nicknames or other names and that's what the client knows, so it would be nice if appointment reminders reflected this.

Guest about 5 years ago in Practice Management & Administration 21 Future consideration

27 VOTE

Save sorting selections in client list

If I'm viewing the client list and sort the table, have TheraNest save my sorting preferences so if I navigate away and come back the sorting doesn't reset.

Guest over 2 years ago in Clients & Groups 2 Future consideration

43 VOTE

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 over 4 years ago in Billing & Payments 1 Future consideration

82 VOTE

Automatically apply ERA check number to payment number on invoice

Please add check number of the insurance payment when processing the ERAs on my behalf.

Guest over 8 years ago in Billing & Payments 9 Future consideration

20 VOTE

Require room selection when creating an appointment

Allow me to make the room selection required when my staff create appointments.

Guest about 2 years ago in Calendar & Scheduling 3 Future consideration

30 VOTE

Bill insurance based on DOS and effective dates

Rather than billing whichever insurance is active at time of claim submission, the system should bill the correct insurance for the DOS based on the effective dates of the client's insurance. This should work both for past, inactive insurances as ...

Guest about 3 years ago in Billing & Payments 8 Future consideration

34 VOTE

Make it easier to specify whether completed intake forms should save to clinical or general documents

Currently, I have to go to two different places to share a form, depending on where I want it saved. If I share a form from General Documents, it gets saved there; if I share it from Clinical Documents, it’s saved in that section. I’d like to be a...

Guest over 3 years ago in Practice Management & Administration 8 Future consideration

20 VOTE

Mass assign staff to clients and cases

Allow me to assign one or more staff members to one or more clients and open cases, so I don't have to go into each client or case separately.

Guest about 2 years ago in Clients & Groups 4 Future consideration

66 VOTE

Copy and sync clinical information across different client cases

We are a group practice and we do share clients….ex. we have clients that see one therapist for individual and another for couples and perhaps another for group. We are all part of the treatment team so we are all assigned to the case and have ROI...

Guest almost 7 years ago in Notes & Cases 13 Future consideration

5 VOTE

Add date/timestamp and staff member name to scheduled appointment

When scheduling a new client, group, or non-client appointment, the scheduling staff member's full name and the date/timestamp when the appointment was scheduled will be displayed in a read only format. This will enable all staff members to determ...

Steven Clemons, Jr. 6 months ago in Calendar & Scheduling / Practice Management & Administration 0 Future consideration

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