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Allow percentages in addition to dollar amounts for copay column

Many of my clients are responsible for a percentage of their services as opposed to a fixed copay amount. However, I don't see a way to have that show up on the dashboard like the copay in dollars does. This would be really helpful to be able too ...
Guest about 10 years ago in Billing & Payments 9 Future consideration

Authorize client's credit card

Allow me the option to place holds / authorizations on client credit cards so we can make sure the funds are there to cover the cost of services.
Guest 8 months ago in Billing & Payments 3 Future consideration

Show tasks on the calendar

If I create a task with a due date, allow me to view that task on the calendar.
Guest 11 months ago in Practice Management & Administration 2 Future consideration

Show payment method when viewing invoice details

When viewing the details of an invoice show whether it was a client payment or insurance payment under "Invoice Payments and Refunds" and "Unapplied Payments".
Guest over 1 year ago in Billing & Payments 2 Future consideration

Report on therapists' hours

Allow me to run a report that will display each therapist's billable and non-billable hours for a specific period of time and their pay rate.
Guest about 8 years ago in Reporting 12 Future consideration

Charge saved payment method without entering CVV

Allow me to save a card on file and charge it later without having to enter the CVV for the first charge.
Guest over 1 year ago in Billing & Payments 11 Future consideration

Disallow input of non-approved items in mental status exam section

Lock the mental status exam fields so that trainees and associates cannot add their own text/non-approved options or items. Same for Risk Assessment section.
Katherine Thomas about 2 months ago in Notes & Cases 0 Future consideration

AI for clinical documentation

Allow me to use AI to complete my clinical documentation (assessments, progress notes, and treatment plans).
Guest over 1 year ago in Notes & Cases 3 Future consideration

Offer calendar syncing with Microsoft Outlook

Allow me to sync my TheraNest calendar with the Microsoft Outlook web app and Microsoft Office 365.
Guest over 10 years ago in Calendar & Scheduling 23 Future consideration

View client flags throughout TheraNest

Allow me to view the client flags wherever the client name appears in TheraNest.
Guest over 2 years ago in Practice Management & Administration 3 Future consideration