Allow two-way syncing with external calendars (Google, Apple, etc.)
Make it so you can enter appointments or events from an external calendar (Google, Apple, etc.) and then they automatically sync to your TheraNest calendar.
Allow clients to upload files to the Client Portal
Allow clients the ability to upload files into the Client Portal, such as copies of insurance cards. It would be great if the files they uploaded displayed in the client's General Documents section in TheraNest.
Allow me to add multiple client signatures to intake forms. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.
Guest
almost 7 years ago
in Intake Forms
64
Future consideration
Display charge amount in payment processing window
The window for charging a credit card doesn't show the amount being charged. It would be helpful to verify that you are charging the correct amount before you complete the transaction.
Select which organization address is displayed on Invoices & Superbills
Add an option to select which organization address is displayed on billing documents (invoices, statements, superbills, etc.); the "Send Payments To" address is not always required depending on the type of payment (self-pay vs. insurance).
Bella Barker
about 2 months ago
in Billing & Payments
0
Future consideration
It would be great if we could record sessions and have transcriptions of sessions automatically produced if the client consents. This would be especially helpful for any student intern trainees using the platform.
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.
0
Future consideration
