Show most recent addendum when updating diagnosis codes
If I write an addendum to update a client's diagnosis codes, then allow me a way to update the addendum. If I attempt to update the client's diagnosis codes again with an addendum, the original diagnosis codes are displayed, not the ones that I ad...
Guest
about 3 years ago
in Notes & Cases
3
Completed
When viewing the list of archived clients, show me the date of their last appointment so I know when I can permanently delete their records from TheraNest.
Display service types in invoices grids on client Ledger
The Open Invoices and Fully Paid Invoices grids don't display relevant service types for each item. I have to click through to each invoice to see what services are saved for that invoice.
Allow all users to access and manage prospective clients list
Allow me to enable the permission for managing the prospective clients list to all users. This permission is disabled for therapists who can only view clients assigned to them.
Automatically set duration of session in progress note based on telehealth duration
Have the duration of the telehealth session automatically pull over into the progress note so I don't have to remember how long the session was when I document it.
When we archive clients, even if it's only temporary, their client portal accounts are deactivated. The message that comes up when they try to access the portal makes our clients feel as though we've terminated services. Change the message that ap...
3
Completed
