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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

Consolidate archived client & case forms

We create and archive a lot of dynamic forms for clients as client forms or case forms. Each form is displayed as a separate tab when viewing the client's details or case, and given how many we have it's hard to distinguish between the archived on...
Guest over 3 years ago in Notes & Cases 13 Future consideration

Report on number of clients seen per therapist

Allow me to run a report that displays the number of clients a therapist has seen over a given time period.
Guest over 10 years ago in Reporting 3 Future consideration

Include a log of all reminders (email, phone, text)

There is a log for only text reminders, but no way to verify that an email was sent and no consolidated log of phone reminders
Guest over 10 years ago in Calendar & Scheduling 7 Future consideration

Display client credit on Agenda

If a client has a credit, allow me to view how much their credit is on the Agenda.
Guest almost 6 years ago in Calendar & Scheduling 4 Future consideration