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Add Zip Code to the Demographics Analytics Report

Add the Client's zip code to the Demographics Analytics Report so we can identify where our client base lives. This will help us better understand our target audience.
Guest 2 months ago in Clients & Groups / Reporting 0 Future consideration

Rename set payment amount field

When inputting a "set payment amount" for a client the field name is confusing. It's really about setting the fee amount and should be renamed.
Norman Kohn 8 days ago in Clients & Groups 0 Future consideration
126 VOTE

Custom appointment reminders per client

Allow me to create an appointment reminder template for each client so I can send additional information for one client that may need it.
Guest over 2 years ago in Clients & Groups 19 Future consideration

Ignore DST for system generated emails for treatment plan reviews

Email reminders about treatment plan reviews should always send at the same time regardless of daylight savings.
Guest about 1 month ago in Client Account Management 0 Future consideration

Simplify canceling and rescheduling appointments

Make it easier to cancel or reschedule an appointment as right now it's a lot of steps/clicks to enter the information.
Nora Broendel 7 months ago in Calendar & Scheduling 0 Future consideration

Show who requested an appointment when viewing unconfirmed appointments

Allow me to see who requested the appointment when viewing my unconfirmed appointments. We work with minors often with divorced parents and it would be helpful to know which parent (contact network) created the appointment.
Erica Anderson about 2 months ago in Appointments & Scheduling 0 Future consideration

Notify clients of new appointments without client portal account

Notify clients when a new appointment is created even if they don't have access to the client portal.
Candice Viero 2 months ago in Calendar & Scheduling 0 Future consideration

Save insurance credit cards on file

Allow me to store insurance credit cards on file for a client because this information typically doesn't change week to week.
Eitan Zerykier about 1 month ago in Billing & Payments 0 Future consideration
312 VOTE

Partial refunds of credit card transactions

Allow me to apply a partial refund of a credit card transaction. In instances of overpayments, we only need to refund a portion.
Guest about 7 years ago in Billing & Payments 52 Future consideration
397 VOTE

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.
Guest about 9 years ago in Calendar & Scheduling 56 Future consideration