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.

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Showing 2041 of 2041

1 VOTE

Add last payment and last appointment date to invoice aging report

As this is the report that we use to track clients with outstanding client balances, it would be helpful for the report to include: the date of the last client payment, the date the client was last seen, and the date the client is scheduled to be ...

Kayla Wilson about 1 month ago in Reporting 0 Future consideration

37 VOTE

Search progress notes by keywords

Allow me to search progress notes by keyword so that if I'm looking for a note where I know we did something specific during that session I can find it easier.

Beth Ratchford over 4 years ago in Notes & Cases 11 Future consideration

61 VOTE

View appointment notes on agenda

We use the "notes" field in the appointment details screen to leave messages for the admin or therapists about what payment to collect at the time of the client's appt. It would be helpful to have the appointment detail notes visible on the agenda

Guest over 7 years ago in Calendar & Scheduling 14 Future consideration

69 VOTE

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 over 8 years ago in Messaging & Notifications 1 Future consideration

46 VOTE

Visually differentiate between individual appointments, group appointments and non-client events in the Calendar

I need a way to easily see at a glance what kind of appointment or event I have on my calendar, whether it's for an individual, a group, or a non-client event like an office meeting.

Guest over 5 years ago in Calendar & Scheduling 2 Future consideration

72 VOTE

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

54 VOTE

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 over 6 years ago in Billing & Payments 4 Future consideration

47 VOTE

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 almost 6 years ago in Calendar & Scheduling 14 Future consideration

75 VOTE

Customize options in payment methods drop-down

Allow me to customize what options appear in the payment methods drop-down when accepting a payment from a client's ledger. We accept other forms of payment like state vouchers, PayPal, grants, etc. so that we can report on these.

Guest about 9 years ago in Billing & Payments 20 Future consideration

2 VOTE

Show more recurring appointments in the client portal

Allow clients to see more of their upcoming sessions in the Client Portal so they can plan appropriately for vacations without having to contact the organization.

Stephen Luna - Admin 3 months ago in Appointments & Scheduling 0 Future consideration

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