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Add documents from a message to a case

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

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
292 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 almost 7 years ago in Billing & Payments 52 Future consideration
376 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 almost 9 years ago in Calendar & Scheduling 56 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 3 months ago in Calendar & Scheduling 0 Future consideration
270 VOTE

Allow multiple client signatures on intake forms

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

Assign tasks to other staff

Allow me to create a task and assign it to another staff member.
Guest over 2 years ago in Practice Management & Administration 26 Future consideration
317 VOTE

Report on missing, expiring, and unsigned treatment plans

Allow me to run a report that will show all clients that have missing, expiring, and/or unsigned treatment plans.
Guest over 8 years ago in Reporting 86 Future consideration
265 VOTE

Create custom reports

Allow me to create a custom report by selecting information/data fields from a list.
Guest about 7 years ago in Reporting 49 Future consideration
224 VOTE

Allow clients to review and sign treatment plans from the client portal

If there can be a way that clients can review and sign their treatment plans through the portal and that finalized doc would then be downloadable, that would be great.
Guest over 6 years ago in Client & Billing Details 83 Future consideration