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Update Wiley treatment planner and progress notes

Update the Wiley Treatment Planner and Progress Notes because some of the information seems outdated.
Guest about 2 years ago in Notes & Cases 4 Completed
113 VOTE

Multiple available times in a day

When setting my calendar availability, allow me to enter multiple time frames in a single day, such as Mondays from 8-11 AM and from 3-6 PM.
Guest almost 5 years ago in Calendar & Scheduling 38 Completed
243 VOTE

Integrate Quickbooks with Theranest (or other accounting software)

We need a way to let our CPA keep our numbers in check without compromising patient data. It would be nice to have everything in one place without having to enter everything in Theranest as well as enter it into Quickbooks a second time for book k...
Guest over 10 years ago in Billing & Payments 35 Completed
186 VOTE

Alert staff via text when a client replies to text message reminder

I want to be instantly notified how my clients respond to appointment reminders. It's useful for me to know whether the appointment has been confirmed, cancelled or if my client has responded with any other reply in cases of distress.
Guest almost 8 years ago in Calendar & Scheduling 66 Completed
228 VOTE

Indicate if appointment was cancelled by staff or by client

Add ability to indicate whether an appointment was cancelled by a staff member or a client
Guest about 10 years ago in Calendar & Scheduling 32 Completed
203 VOTE

Add organization logo to custom forms

Have my organization's logo displayed at the top of printed custom forms or intake forms.
Guest almost 9 years ago in Practice Management & Administration 15 Completed
171 VOTE

Improve usability and customization of Client Statements

The statement needs a total makeover. Some suggestions: - Make balance due clearer to clients. Having 4 different totals at the bottom is confusing. Only need an outstanding patient responsibility total and an insurance total. The combination tot...
Guest over 7 years ago in Billing & Payments 78 Completed
181 VOTE

Include session start and end times on progress notes

Allow me to enter the start and end time of the session on a progress note because payers require this and it's easier to enter the times than adjust the duration.
Guest about 8 years ago in Notes & Cases 34 Completed
236 VOTE

Check insurance eligibility within TheraNest

Allow for direct inquiry of a new patient's insurance eligibility. I can do this by logging in to Office Ally or the websites maintained by each insurance company, but it would be marvelous to have this capability built into Theranest.
Guest over 10 years ago in Billing & Payments 40 Completed
166 VOTE

Add note field to client ledger

I wish there was an area to put notes on the ledger! Some clients insurance's have different things that you have to do each time and if you don't remember to do them. It puts it back another month before payment or having to reprocess. If there w...
Guest almost 8 years ago in Billing & Payments 34 Completed