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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

Track client's deductible

Allow me to track a client's deductible in TheraNest so I know when they are close to reaching their deductible.
Guest over 3 years ago in Billing & Payments 4 Future consideration

View only data for archived clients

Allow me to view (not edit) the information and notes for archived clients without having to unarchive them.
Guest over 3 years ago in Notes & Cases 12 Future consideration

Display client's preferred name throughout TheraNest

I'd like for all account information to show the client's preferred name, unless it has to do with billing. It's quite difficult to respect a trans client's preferred name when their non-preferred or "dead name" is constantly being flashed in fron...
Guest over 4 years ago in Clients & Groups 9 Future consideration

Add insurance to prospective clients list

When adding a client to the prospective clients list, allow me to add the name of their insurance provider.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Customize client details page

Allow me to add and remove fields to the client's details and additional details so that I can track additional information outside of what TheraNest provides.
Guest almost 11 years ago in Clients & Groups 11 Future consideration

Don't allow staff to record credit card payments

Allow me to turn off the ability for staff members to record credit card payments because all credit cards should be charged through our integrated payment processor.
Guest 10 months ago in Billing & Payments 3 Future consideration