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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

Don't show progress notes for canceled & no-showed appointments

When a client cancels an appointment or is a no-show, remove the action to create a progress note.
Guest about 4 years ago in Notes & Cases 4 Future consideration

Move "I'm ready" button for Telehealth

Since the background options were added, the "I'm Ready" button is out of view and requires scrolling down, causing some clients to miss it.
Christine Wheeler 2 months ago in TheraNest Telehealth 0 Future consideration

Allow clients to update the "Service Type" when rescheduling appointments

Allow clients to change the "Service Type" when rescheduling appointments from the client portal.
Guest 5 months ago in Calendar & Scheduling 1 Future consideration

Add service type to the credit card report

When viewing the report of credit card charges, allow me to see the service type associated with the charge.
Guest 5 months ago in Reporting 1 Future consideration

Selecting the Organization name should display the Agenda view

Allow one click access to the agenda while still maintaining the calendar view with the default view.
Guest 5 months ago in Notes & Cases 1 Future consideration

Receive alert of rejected claim

As a biller, allow me to receive an in-app alert if a claim has been rejected.
Guest about 1 year ago in Billing & Payments 1 Future consideration

Create new report for declined credit card charges

It would be nice to be able to have all declined credit card charges available in one list to ensure all charges have been resubmitted with out having to go through each client to check.
Guest about 5 years ago in Reporting 1 Future consideration

Apply a discount to a client's invoice

Allow me to apply a discount to a client's invoice. For example, the line item might read something like "25% discount" and show the amount that is deducted from the total.
Guest over 5 years ago in Billing & Payments 10 Future consideration