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Recover recently deleted forms

Allow me to recover recently deleted client or case forms in cases where a staff member accidentally deleted a completed form by mistake.
Noah Marriott 3 months ago in Notes & Cases 0 Future consideration

Create groups for staff members

Allow me to create groups for staff members so that I can quickly filter to that group on the calendar to send a practice chat message to a specific group.
Guest 10 months ago in Practice Management & Administration 3 Future consideration

Include telehealth link in email client receives when appointment is changed to telehealth

include telehealth link in email client receives when appointment is changed to telehealth
Guest over 4 years ago in Conducting Telehealth Sessions 0 Future consideration

Send secure message alert to client's secondary email address

It would be great if the email sent to clients alerting of a secure message could be sent to both the primary and secondary email addresses on file in TheraNest. This would be especially helpful for minor clients with divorced parents.
Guest almost 5 years ago in Messaging & Notifications 5 Future consideration

Disable "copy from last session" button for clinical documents

As an admin I want to prevent my providers from copying a clinical note/document from the last session because they should be writing unique notes every time.
Guest over 1 year ago in Notes & Cases 6 Future consideration

Update credit card expiration date

For saved credit cards that have expired, allow me to update the credit card expiration date without having to re-enter all the credit card information.
Guest almost 6 years ago in Billing & Payments 7 Future consideration

Notify staff via email of appointments canceled via reminders

Allow my staff to be notified via email when a client cancels an appointment from a phone or text reminder.
Guest over 1 year ago in Messaging & Notifications 3 Future consideration

Filter invoice aging report by client and insurer

Allow me to filter the invoicing aging report by client and/or by insurer.
Guest over 1 year ago in Reporting 2 Future consideration

Enable ability to see history of one time payment links sent.

Either a report, history, or in the Activity Log.
Guest about 4 years ago in Billing & Payments 3 Future consideration

Cancel multiple appointments at once

If a therapist is going to be out for a week or if our office is going to be closed, allow me to cancel more than one appointment at a time because it would be easier than going through them individually.
Guest over 3 years ago in Calendar & Scheduling 5 Started