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Showing 1802

Track client's deductible

Allow me to track a client's deductible in TheraNest so I know when they are close to reaching their deductible.

Guest almost 4 years ago in Billing & Payments 4 Future consideration

Autosave dynamic forms, treatment plans, and assessments

Autosave dynamic client or case forms, as well as treatment plans and initial assessments that I'm filling out so that if I navigate away and forget to save, all of my work is there on the screen when I come back. I know the draft copies are saved...

Guest over 1 year ago in Dynamic Forms / Notes & Cases 2 Future consideration

19 VOTE

Create and send dynamic forms to clients that aren't intake

Allow my providers to create a dynamic form and send it to clients without having to copy it to intake. They make worksheets and assessments for their clients that don't need to be available to everyone as an intake form.

Guest over 3 years ago in Dynamic Forms / Notes & Cases 3 Future consideration

16 VOTE

Display count of total number of appointments for the day

When I'm viewing the calendar, display a count of how many appointments we have scheduled for the day.

Guest almost 3 years ago in Calendar & Scheduling 5 Future consideration

20 VOTE

Bulk apply write-offs to invoices when processing ERA payments

When processing ERA payments, allow me to process and write off the remaining balance to multiple claims at one time so I don't have to do each one individually.

Guest over 3 years ago in Billing & Payments 4 Future consideration

64 VOTE

Allow space for additional license numbers

Allow me to add additional license numbers in my staff profile and specify the state the license is associated with.

Guest about 11 years ago in Practice Management & Administration 17 Future consideration

12 VOTE

Specify time zone for clients

Allow me to set the time zone for each client and have appointment reminders and portal scheduling display the client's time zone.

Guest about 2 years ago in Clients & Groups 3 Future consideration

23 VOTE

Consolidate archived client & case forms

We create and archive a lot of dynamic forms for clients as client forms or case forms. Each form is displayed as a separate tab when viewing the client's details or case, and given how many we have it's hard to distinguish between the archived on...

Guest about 4 years ago in Notes & Cases 13 Future consideration

7 VOTE

Move/remove help widget

Allow me to move or remove the help widget because sometimes its placement interferes with my workflow.

Guest about 1 year ago in Practice Management & Administration 3 Future consideration

15 VOTE

Add 180 day option for treatment plan reviews

Add an option to review the treatment plan in 180 days because we need to review our treatment plans every 6 months.

Guest over 2 years ago in Notes & Cases 4 Future consideration

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