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Have fields on intake forms copy to fields in TheraNest

If I send a client an intake form and there are fields included that match fields in TheraNest (e.g., in the client's details), then when the client fills out the form have those same fields update in TheraNest so I don't have to copy the informat...
Guest over 8 years ago in Intake Forms 15 Future consideration

Hide canceled appointments on the calendar

Allow me to hide canceled appointments on the Calendar and Agenda so that I can see my available time more easily.
Guest about 4 years ago in Calendar & Scheduling 13 Future consideration

Add ability to merge duplicate cases

If a second case has been opened for a client it would be nice to be able to merge it with the old case.
Guest almost 8 years ago in Notes & Cases 6 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 over 5 years ago in Calendar & Scheduling 14 Future consideration

Group multiple invoices onto a single claim

Allow me to group multiple appointments onto the same claim after the individual invoices have already been created. I know I can group multiple dates of service onto the same claim when creating an invoice, but I want to take the individual invoi...
Mia Perlman about 2 months ago in Billing & Payments 0 Future consideration

Use Stripe payments without disabling cross-site tracking

The current payment processing method requires Mac users to disable Cross-Site Tracking and Block All Cookies, but I don't want to change these settings.
Guest about 2 months ago in Billing & Payments 0 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 almost 7 years ago in Notes & Cases 20 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

Alert for when a client has been closed for 7 years

Have a program that will keep track of the date that you "archive" a client as a close out-and you will be alerted when the file has been closed for 7 years-so you know when you are able to shred the paper documents. And then to also be able to fu...
Guest about 8 years ago in Messaging & Notifications 1 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 about 5 years ago in Notes & Cases 15 Future consideration