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Default client's intake date field to date of completed initial assessment

We have clients with multiple therapists and services and we need the intake date on the assessment to reflect the intake date on that case as an assessment is completed by that therapist. It also needs to be when the intake appointment happened n...
Guest about 5 years ago in Notes & Cases 4 Future consideration

Move the location of the Get Help button

The Get Help button is in an inconvenient spot. I suggest it be moved to the left side or middle bottom of the screen so that it does not cover up the Enter Notes or signature buttons. I keep hitting it by mistake.
Guest almost 7 years ago in Practice Management & Administration 8 Future consideration

Report on estimated monthly income

I'd like to see what my estimated intake would be each month based on the clients I have scheduled in my calendar. This feature would be helpful with budgeting and predicting income streams.
Guest almost 7 years ago in Reporting 1 Future consideration

Automatically change the appointment to "Kept" when a progress note is created

Have the appointment status automatically change to "Kept" if I create a progress note.
Guest 7 months ago in Notes & Cases 2 Future consideration

Bulk download staff documents

Allow clinical documents under the Staff profile to be downloaded in bulk.
Guest 5 months ago in Practice Management & Administration 2 Future consideration

Remove unbillable diagnosis codes after period of time

If a diagnosis code is no longer billable and it's past the date to submit corrected claims, then remove the code from TheraNest so I don't accidentally select it.
Guest almost 2 years ago in Notes & Cases 2 Future consideration

EMDR treatment in telehealth

It would be nice to have a function that assists with bilateral stimulation for EMDR therapists in telehealth. Perhaps a light bar embedded in the telehealth screen.
Guest over 4 years ago in Conducting Telehealth Sessions 10 Future consideration

Send notice to client for cancellation or no-show

If a client no-shows or cancels outside of our cancellation window, allow me to send them a notice reminding them of our cancellation policy.
Guest about 2 years ago in Calendar & Scheduling 1 Future consideration

Individual service type for group clients

It is very cumbersome to have 1 billing service type for everyone in group. Different clients are billed differently. EG- std pmt is $40, some should be billed $0,some reduced @$20,etc. When invoices are auto generated then we must delete all tho...
Guest 5 months ago in Billing & Payments 1 Future consideration

Unarchive groups

Allow me to unarchive a group.
Guest about 7 years ago in Clients & Groups 8 Future consideration