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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

Set how far out clients can book appointments on the portal

Allow me to set how far out clients can book appointments on the client portal. Right now they can schedule 2 months out, but I may only want them to schedule one month out.
Guest almost 3 years ago in Appointments & Scheduling 8 Future consideration

Implement payroll system in TheraNest

Pay therapists through TheraNest
Guest over 6 years ago in Practice Management & Administration 9 Future consideration

Display count of total number of appointments for the day

When I'm viewing the calendar, display a count of how many appointments we have scheduled for the day.
Guest over 2 years ago in Calendar & Scheduling 5 Future consideration

Extend time limit on one time payment link

Many of my client's do not check their email frequently. It would be great if the one time payment link allowed the link to stay active for more than 24 hours.
Guest about 4 years ago in Billing & Payments 8 Future consideration

Add 180 day option for treatment plan reviews

Add an option to review the treatment plan in 180 days because we need to review our treatment plans every 6 months.
Guest over 2 years ago in Notes & Cases 4 Future consideration

View EOBs in TheraNest with Apex

It would be great to view the EOB in TheraNest not just the ERA adjustments. You can view these through any clearinghouse, however since Apex is integrated in TN we cannot view the actual EOB. It is easier for some to see the EOB in a pdf rather t...
Guest over 4 years ago in Billing & Payments 6 Future consideration