When a clients send me documents via a message through their TN portal, allow me to upload those documents directly to their case without first having to upload them to my computer and then to their case. I prefer not to have client-sensitive info...
Rachael Hendry
about 1 month ago
in Messaging
0
Future consideration
I have all my own forms for my clients already made into word documents and PDFs. Allow me to upload these into TheraNest and use them as dynamic forms so that I don't have to recreate them.
Guest
over 9 years ago
in Notes & Cases
80
Will not implement
Display client's secondary insurer copay in the client's details and ledger
If a Client has a Secondary Insurer, display the Secondary Insurer copay along with the Primary Insurer copay on the Client Details page and within the Client's Ledger.
Tiffany Cornilsen
2 months ago
in Billing & Payments
0
Future consideration
Allow two-way syncing with external calendars (Google, Apple, etc.)
Make it so you can enter appointments or events from an external calendar (Google, Apple, etc.) and then they automatically sync to your TheraNest calendar.
Allow me to add multiple client signatures to intake forms. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.
Guest
over 6 years ago
in Intake Forms
64
Future consideration
Allow clients to upload files to the Client Portal
Allow clients the ability to upload files into the Client Portal, such as copies of insurance cards. It would be great if the files they uploaded displayed in the client's General Documents section in TheraNest.
0
Future consideration
