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Batch Payments indicate when clients have a credit

The batch invoicing/payment options seems to be a really great way to save time when billing. We have previously been going in client by client to do invoices and payments because we often have clients who have met their deductibles after we have ...
Guest over 4 years ago in Billing & Payments 0 Completed

View write-offs and payments in Paid Invoice List View

It's already annoying that the paid invoices are now on a new tab so I can't get a full overview of a client's account status on one page, but it is imperative that write-off amounts be included in the list view of paid invoices like the old versi...
Guest over 4 years ago in Clients & Groups 0 Completed

make an uncheck all box in calendar filters

We have lots of locations, staff, and service types so it is quite difficult to uncheck everything and then apply a filter to find needed information quickly (i.e. like when someone is holding on the phone). If there was an option to uncheck all i...
Guest over 9 years ago in Calendar & Scheduling 0 Completed

Include "Units" on Statements

Units appear on Invoices and Superbills, but not Statements -- even if Superbill-level details are added. This would be helpful for consistency across billing documents.
Guest almost 5 years ago in Billing & Payments 0 Completed

Quotation Marks in Progress Notes

For some reason whenever I try to do quotation marks in the Mental Status section of the progress note, it automatically fills in something I don't want. For example, let's say I wanted to say Client reported feeing "sluggish and blah" in the Aff...
Guest almost 5 years ago in Notes & Cases 0 Completed

Ability to switch camera modes

Have the ability to choose which camera one can use. For example, using a webcam not integrated into the computer. Allowing to have the option to pick.
Guest almost 5 years ago in Clients & Groups 0 Completed

A Time Line

A line that goes across the cal. during the day of what time were at like how Google Calendar has it.
Guest about 10 years ago in Calendar & Scheduling 1 Completed

Add column for Intake Date to client list

Add the option to include Client's intake date on the client list and ability to sort the list by intake date
SHAMEIKA DAVIS over 5 years ago in Clients & Groups 0 Completed

Allow alphabet characters in Invoice Number field

Theranest got rid of the ability to add Letters to invoice numbers during payment in January. This really threw our practice off and has been such a hassle, as we use the letters to distinguish between our 6 therapists on staff. While I have been ...
Guest over 5 years ago in Billing & Payments 0 Completed

change appointment status from Upcoming to cancel or no show from the calendar view

change appointment status from Upcoming to cancel or no show from the calendar view so I don't have to go into Dashboard and find a session that is 2-3 days away on the dashboard. Much easier and more convenient from the calendar view.
Guest about 11 years ago in Calendar & Scheduling 0 Completed