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Report on missing group notes

Allow me to run a report that will show any missing group notes, similarly to how I can run a report to show any missing progress notes.
Guest over 2 years ago in Reporting 3 Future consideration

Create a TheraNest client portal app for clients

I'd love to see the TheraNest app become usable for the clients, where they could open the app and send a message to us, quickly, rather than having to go to the web site to do so.
Guest over 6 years ago in Conducting Telehealth Sessions 11 Future consideration

Customize the cancellation fee for each service type

Allow me to create different cancellation fees based on the service type of the appointment.
Meredith Korsen 3 months ago in Billing & Payments 1 Future consideration

Add billing provider to the payroll reports

Allow me to see the billing provider when running the payroll reports so I can review supervisory billing.
Guest about 1 year ago in Reporting 1 Future consideration

Restrict scheduling for incomplete intake

If a client has not completed their intake paperwork, don't allow appointments to be scheduled.
Guest over 3 years ago in Calendar & Scheduling 8 Future consideration

Return to missing progress note report after creating note

When I run the missing progress notes report and create a progress note, allow me to return to the report. Right now I have to keep re-running the report and it's a cumbersome process.
Guest about 2 years ago in Reporting 4 Future consideration

Add Authorization number to individual claims or denials

Add the ability, in the invoice phase where rendering provider and other information can be customized, to add a specific authorization number. It is difficult to keep straight when auth numbers change- or companys are behind on paying claims. The...
Guest about 4 years ago in Billing & Payments 4 Future consideration

Show preview of dynamic form

It would be great to have a "Preview" feature added to the Forms designer, and/or a "Client Portal View" mode, so the form designer can see exactly what the form will look like when published, and what the client's view is when using the Client Po...
Guest over 6 years ago in Dynamic Forms / Notes & Cases 9 Future consideration

Sort by service date in manual insurance payments

Allow me to sort the search results by service date when working in Manual Insurance Payments.
Guest 3 months ago in Billing & Payments 0 Future consideration

Select Appointment Types for Calendar Sync

Allow Users to select which Appointment Types should be included when syncing external calendars (Google/iCal) with TheraNest.
Michael Blecher 3 months ago in Calendar & Scheduling 0 Future consideration