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Retain original payment & refund transactions in ledger/invoice

Currently, when a credit card charge is refunded the original payment is deleted from ledger (for unapplied payment) or invoice (if applied payment). We want to keep a record of both (A) the original CC charge and (B) the refund. They should both ...
Guest about 6 years ago in Billing & Payments 1 Completed

Adjust sorting on Detailed Attendance report

When running the Detailed Attendance report and sorting it by Date/Time, the afternoon appointments are listed before the morning appointments for the same date of service.
Guest about 4 years ago in Reporting 0 Completed

Change religion drop down option for Mormon

I am writing you today to urge a change in the Client Details --> Details --> Manage Demographic Info --> Religion drop down menu. There, the option is given of "Mormon", which I understand you mean in reference to those who identify as ...
Guest about 6 years ago in Clients & Groups 0 Completed

Adjust new payment modal on mobile browser

Adjust new payment modal on mobile browsers so that you can actually click the "Save" button
Guest about 6 years ago in Billing & Payments 0 Completed

Staff Notification Texts for ALL Non-Standard Replies

I need to know anytime a client sends me a text message, with the exception of a standard 1 or 2 reply. I’m not sure why anyone would only want to receive certain non-standard replies and not others. I do not advertise that clients can text me thi...
Guest about 6 years ago in Messaging & Notifications 0 Completed

Remove pronouns from "reply" button on client portal when provider is unassigned

When a provider is unassigned from a client and the client attempts to reply, a message appears that refers to the provider as "he". Please remove the pronoun because it can be confusing for our clients if they are seeing a female provider.
Guest about 2 years ago in Messaging 0 Completed

Automatically start client session with audio/video on

Automatically start session on client's side with the client unmuted and video on.
Guest over 6 years ago in Conducting Telehealth Sessions 0 Completed

show only initials on calendar for clients

No description provided
Guest over 10 years ago in Calendar & Scheduling 0 Completed

My Appointments

Make a button on the dashboard that says 'My Appointments' to be included with the 'Past Appointments, Today's Appointments, and Upcoming Appointments'. Have 'My Appointments' display only your appointments for the day instead of all clinicians.
Guest almost 11 years ago in Calendar & Scheduling 1 Completed

Process Credit Cards in Batch Payment

Create a way to accept credit card payment from multiple clients at once -- perhaps clients who already have their credit cards on file in TheraNest. This way we could accept payment from several clients in far less time at the end of the day.
Guest over 8 years ago in Billing & Payments 2 Completed