Skip to Main Content
TheraNest Ideas Portal
ADD A NEW IDEA

All ideas

Showing 186

Add billing notes tab

Under billing, add a tab where I can write billing notes.
Guest over 5 years ago in Billing & Payments 1 Already exists

Payment Report Match Actual Amount Daily Collected

Payment Report: Currently it shows payments for the date of the invoice, even if the payment was made the day before or day after. Give the option for the payment report that shows only the amount actually collected on a given day so that it is ea...
Guest over 5 years ago in Reporting 0 Already exists

Intake forms

Why is the building of forms so wonky? I've spent over an hour only to realize it saved NOTHING. This is frustrating. Why don't you have a ready-made intake that we can add to or change?
Guest over 5 years ago in Clients & Groups 1 Already exists

Add a box for Tax ID on invoices

It would be great to add a box for Tax Id on invoices.
Guest almost 3 years ago in Billing & Payments 0 Already exists

Allow Client Search when booking from calendar

Allow Client Search when booking from calendar (See attachment)
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

CLIENT PHONE NUMBERS VISIBLE ON AGENDA

It would be helpful to see client phone numbers on the agenda page. This is because when I am looking at their status (if they confirmed their appointment or not) if they have not confirmed or cancelled, I can call them from the agenda page withou...
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

Secure Text Messaging with clients

Simple Practice has this secure text messaging feature with clients that was nice and could be accessed through mobile app as well.
Guest almost 6 years ago in Clients & Groups 0 Already exists

It would be helpful when running a Progress Note Signature Report Status Filter

It would be helpful when running a Progress Note Signature Report to be able to sort the entries by signature status (so you could have all the unsigned notes at the top).
Guest almost 6 years ago in Reporting 0 Already exists

secure text chatting with clients is needed

I need to have a way for clients to text me that is more secure than my phone. With remote (Telemental Health). It is very important to have this feature. As a sole proprietor it is even more important. Thoughts?
Guest about 6 years ago in Messaging & Notifications 0 Already exists

mobile app for telehealth

Most of my clients do telehealth from their phone. This would be great if clients could use their phone for sessions.
Guest over 6 years ago in Conducting Telehealth Sessions 0 Already exists