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Notify me if I have unsigned progress notes

Send me a notification or have an alert appear letting me know that I have unsigned progress notes. Sometimes I miss signing some and I'd like to catch it before an admin notifies me.
Guest over 3 years ago in Messaging & Notifications 2 Future consideration

Add appointment staff to claims awaiting submission

Allow me to see the appointment staff from Claims Awaiting Submission so if I have a question about the DOS or need the progress note completed I know who to reach out to.
Guest 7 months ago in Billing & Payments 1 Future consideration

Add print and download actions to the activity log

When a staff member prints or downloads anything from TheraNest, record that action in the Activity Log.
Guest over 1 year ago in Practice Management & Administration 2 Future consideration

Update insurance for future date

Allow me or my clients to update their insurance information with a future start date and then have that insurance kick in on that effective date. This would be very helpful for clients who are changing plans for the new year.
Guest about 1 year ago in Billing & Payments 1 Future consideration

Delete unused client dynamic forms

Allow me to delete client dynamic forms that haven't been used.
Guest about 2 years ago in Clients & Groups / Dynamic Forms 1 Future consideration

Add a genogram builder function

A genogram is a graphic representation of a family tree that displays detailed data on relationships among individuals. It goes beyond a traditional family tree by allowing the user to analyze hereditary patterns and psychological factors that pun...
Guest about 9 years ago in Clients & Groups 4 Future consideration

View or work in two areas of TheraNest at the same time

Allow me to view or work in two areas of TheraNest at the same time. For example, I may want to view the calendar and case file at the same time, or the client's ledger and their notes at the same time so I don't have to switch back and forth.
Guest over 4 years ago in Practice Management & Administration 8 Future consideration

Sort table when processing existing invoices

When processing existing invoices, allow me to sort the columns in the results table so I can sort it by the provider, DOS, etc.
Guest almost 3 years ago in Billing & Payments 4 Future consideration

Remove signatures from dynamic forms

Allow me to remove signatures from dynamic forms.
Guest about 4 years ago in Dynamic Forms / Notes & Cases 11 Future consideration

Automated birthday message to clients

Allow me to set a birthday message that is automatically sent to clients on their birthday.
Guest over 4 years ago in Messaging & Notifications 1 Future consideration