See other staff's calendar availability without showing appointment details
Currently, every staff member can see all appointments assigned to other staff members EXCEPT when someone has Therapist level permissions and can only view assigned clients. As a clinician working in a group practice, it is very helpful to be abl...
Ability to reorder tabbed navigation items in client/group cases
It would be great if we had more control over the order the tabbed navigation items, so that we could adjust how they appear under the client “notes” section in logical order or to make them consistent with our chart order.
Guest
about 11 years ago
in Notes & Cases
44
Completed
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...
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.
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...
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
over 8 years ago
in Notes & Cases
34
Completed