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.
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.
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.
Hi There! I am really missing the original set up where when a progress note was missing, it was really easy to identify. When you have tons of clients, it's helpful to have a visual to see if you missed or forgot to include a progress note for th...
Include newly added Service Types in "All" calendar filter
Automatically add new service types to what is displayed using the "all" filter as opposed to it being necessary to re-select "all" in the dropdown menu in order for appointments under new billing codes to be displayed correctly in the agenda and ...
In the space to put in my credit card for Theranest charges, it only says,"Billing Info," it does not specifically say, "For Theranest Charges." I am new to the system and it is taking a while to get comfortable with it. I was quickly trying to fi...
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