My understanding is that now when I accept a payment and apply it to an invoice, the client is automatically emailed a receipt of that payment. However, I do not get any notification that it has happened. It would be great to have the little confi...
Enter custom relationship to client when "Other" is selected in "Relationship to Client" dropdown on Contact Log entry
Enter custom relationship to client when "Other" is selected in "Relationship to Client" dropdown on Contact Log entry. This would allow us to enter the most relevant option for this client.
Georginia Weygand
about 6 years ago
in Notes & Cases
0
Completed
Add numerical pagination to client portal invite list
not sure this is really reporting more organization>client portal>settings - the way clients are displayed her in the list view is not consistent with other pages, it would be helpful to list out the pages 1, 2, 3, etc like other pages (ie: ...
Change coinsurance amount field from dollar input to percent value
Often co-insurance is a percentage, not a dollar amount. For example one person may have 80/20 co-insurance (meaning insurance pays 80% and they pay 20%) and someone else with the same insurance may have 90/10 or 70/30. Being that different servic...
Alert if credit card payment won't charge client CC
As a TN user who charges CCs through TheraNest/Vantage, I want to be alerted if a credit/debit card payment method will not actually charge the client's card, so that I'm not confused that my client's card was not charged.
Allow patients to send messages through client portal
Currently it seems that my patients can't send me a message through the client portal. It would be great if they could send me a message through their with attachments.
I see they can message me when making adjustments to their appointments but a...
Can you add under Location Filter "Offsite" and is there a way to type in where they are going like JJPI or WES instead of "Primary Location" also how can i see the note i may have added when im in calendar view.