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Allow prospective clients portal access

Allow me to invite prospective clients to the portal so they can fill out paperwork. We need to determine if they're a good fit for our practice before activating them.
Guest almost 3 years ago in Clients & Groups 9 Future consideration

Payer aging report

Allow me to run an aging report for payers by client so that I can follow up with payers.
Guest almost 7 years ago in Reporting 5 Future consideration

Be able to specify one email address that Theranest correspondence comes from

Change it in the system to make all our portal notices (i.e. intake forms / statements etc) come from our admin email address (i.e. contact@practicename.com) rather than the individual email addresses each person uses to login. Per Theranest: "T...
Guest over 4 years ago in Messaging & Notifications 1 Future consideration

Report on payments per payer

Allow me to run a report that will display all the payments made by a payer in a set time frame.
Guest 11 months ago in Reporting 3 Future consideration

Add ability to send one time payment link for multiple invoices

Make it possible to send a 1-time payment link for multiple invoices to the same client? Right now you have to send 1 link per invoice.
Guest about 4 years ago in Billing & Payments 1 Future consideration

Populate intake fields into initial assessment

When a client fills out an intake form, allow me to populate those responses into the client's initial assessment.
Guest over 4 years ago in Notes & Cases 7 Future consideration

Send telehealth link from the Agenda

Allow me to send the telehealth link via a secure message from the Agenda, similar to how I can send one from the client's appointment list.
Guest over 4 years ago in Telehealth Appointments 5 Future consideration

Add more modalities in the treatment plan

When filling out a patient's treatment plan, allow me to add additional check boxes under "Treatment Modality".
Guest over 3 years ago in Notes & Cases 2 Future consideration

Store default invoice footnote

Allow me to set a default message that appears on all invoice footnotes so that I don't have to type it in each time.
Guest almost 5 years ago in Billing & Payments 9 Future consideration

View multiple progress notes

Allow me a way to scroll through or view multiple progress notes at once without having to open each one individually.
Guest over 3 years ago in Notes & Cases 3 Future consideration