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Autosave dynamic forms, treatment plans, and assessments

Autosave dynamic client or case forms, as well as treatment plans and initial assessments that I'm filling out so that if I navigate away and forget to save, all of my work is there on the screen when I come back. I know the draft copies are saved...
Guest over 1 year ago in Dynamic Forms / Notes & Cases 2 Future consideration

Increase file size limit in general and client documents

Increase the limit for the file sizes I can upload to a client's general documents and clinical documents so I can upload files that are larger than 10MB.
Guest almost 7 years ago in Clients & Groups 13 Future consideration

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

Allow for calendar view with client's first name and last name initial

Allow me to view appointments on the calendar with only the client's first name and last initial.
Guest over 8 years ago in Calendar & Scheduling 10 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 almost 3 years ago in Reporting 9 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

Send one-time payment link via text

Allow me to send the one-time payment link via text message.
Guest almost 2 years ago in Billing & Payments 3 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

Include diagnosis codes in reports

When running reports in TheraNest, allow me to include the client's diagnosis code(s).
Guest over 5 years ago in Reporting 13 Future consideration

Distinguish between billed and paid appointments when viewing the calendar

When viewing a client's appointment on the calendar, allow me to easily identify if the session has been invoiced and if the invoice has been paid.
Guest almost 3 years ago in Calendar & Scheduling 8 Future consideration