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Display client's secondary insurer copay in the client's details and ledger

If a Client has a Secondary Insurer, display the Secondary Insurer copay along with the Primary Insurer copay on the Client Details page and within the Client's Ledger.
Tiffany Cornilsen 3 months ago in Billing & Payments 0 Future consideration
226 VOTE

Allow clients to review and sign treatment plans from the client portal

If there can be a way that clients can review and sign their treatment plans through the portal and that finalized doc would then be downloadable, that would be great.
Guest over 6 years ago in Client & Billing Details 83 Future consideration

Simplify canceling and rescheduling appointments

Make it easier to cancel or reschedule an appointment as right now it's a lot of steps/clicks to enter the information.
Nora Broendel 3 months ago in Calendar & Scheduling 0 Future consideration
230 VOTE

Automatically set appointment duration based on service type (Calendar & Client Portal)

When patient (or provider) makes appointment for patient, the calendar slot should auto match in length to the service selected (45 min, 30 min, 60 min). Having an auto time select based on the service length selected saves time and prevents the p...
Guest almost 7 years ago in Calendar & Scheduling 37 Future consideration
134 VOTE

Centralized contact log

Create a centralized contact log that doesn't have to be associated with a case. I don't want to open a case just to enter contact log information. Or I may have staff that aren't assigned to a case and need to notate client communication.
Guest about 4 years ago in Notes & Cases 33 Future consideration
261 VOTE

Fax documents from TheraNest

Allow me to fax documents from TheraNest.
Guest over 8 years ago in Practice Management & Administration 26 Future consideration
202 VOTE

Filter calendar by room and display room availability

Room calendar and availability would help our staff to see which room is available. If for example one therapist is out, he could remove his name from that room and someone else would be able to use it. Pretty much what we are looking in is to see...
Guest almost 7 years ago in Calendar & Scheduling 59 Future consideration
197 VOTE

Create progress note template library (PIE, DAP, SOAP, PHQ-9 etc.)

Provide general templates such as PIE, DAP, and SOAP for clinicians to choose from.
Guest over 6 years ago in Notes & Cases 52 Future consideration
241 VOTE

Refund or negative payment options

I've found it difficult and messy to try to track or even enter any situations in which client or insurance has overpaid and I need to issue a refund. I would like to accurately enter the amount which insurance has paid, even if it is over the rem...
Guest over 8 years ago in Billing & Payments 50 Future consideration

Disable virtual background options for clients

Allow me to disable the virtual background options for clients during a telehealth session.
Christine Wheeler 5 months ago in Conducting Telehealth Sessions 2 Future consideration