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Add customizable text shortcuts/phrases to assist in note writing

Add customizable macros shortcuts to assist in note writing like the Mental Status Exam selections. IE - Supportive Counseling, EMDR, CBT, Active Listening, etc.
Guest over 5 years ago in Notes & Cases 16 Future consideration

Send alert when clients enter or update information in Client Portal

Send me an alert when a client enters/updates any demographic or payer information on the Client Portal.
Guest over 6 years ago in Messaging & Notifications 5 Future consideration

Remember items per page preferences

At the bottom of the client page, there is the option to select the number of clients that display. Have TheraNest remember what number I set so I don't have to set it every time I view the client list or other similar places in TheraNest.
David Russ over 3 years ago in Clients & Groups 14 Future consideration

Allow clients to sync their portal appointments with their personal calendars

Allow clients to sync their appointments to their personal calendars, similar to how we can sync with Google, so they don't have to enter them manually.
Molly Marr 4 months ago in Calendar & Scheduling 0 Future consideration

Add payers to the detailed attendance report

When running the detailed attendance report, allow me to include the client's primary, secondary, and tertiary payers.
Guest about 3 years ago in Reporting 9 Future consideration

Display the day of the week in client Appointment History

It would be really helpful to see what day of the week a client has appointments in the "Appointments" page of their client account. Instead I have to go back and forth to the calendar to verify what days of the week they come in.
Guest over 7 years ago in Clients & Groups 6 Future consideration

Link my support cases to my practice (multiple accounts)

As a biller who works with more than one organization, I need to link my support ticket to the practice I'm working with.
Cindy Hooper about 2 months ago in Practice Management & Administration 0 Future consideration

Create Medicare Credit Balance report

Allow me to access a Credit Balance report for Medicare/Medicaid to help when I submit quarterly attestations on credit balances.
Cindy Hooper about 2 months ago in Reporting 0 Future consideration

Include aging categories on invoice aging report

In addition to the days past due, show the aging category (e.g., 0-30, 31-60, etc.) so it's easier to categorize when I export to Excel.
Cindy Hooper about 2 months ago in Reporting 0 Future consideration

Create a tag or status for Staff to that they are not accepting new Clients

Create a tag or status for Staff to that they are waitlisting/not accepting new Clients to prevent new intakes or clients from being assigned. Include the ability to log the start and end date of the waitlist period to tract the history of the Sta...
Cindy Hooper about 2 months ago in Calendar & Scheduling / Practice Management & Administration 0 Future consideration