TheraNest Ideas Portal
ADD A NEW IDEA

All ideas

Showing 1967 of 1967

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

Generate task for treatment plan reviews

When a treatment plan is up for review have a task automatically generate in My Tasks.
Guest over 2 years ago in Practice Management & Administration 1 Future consideration

Allow therapists to set self-scheduling preferences

As a therapist, allow me to set whether clients can self-schedule with me on the client portal. I'm responsible for setting and creating my schedule, not the administrators at my practice.
Guest almost 5 years ago in Calendar & Scheduling 8 Future consideration

Highlighting text in notes

Add functionality that allows Users to highlight certain words with Notes for emphasis and as a reminder to discuss a point with a client.
Guest 6 months ago in Notes & Cases 0 Future consideration

Browser back button should retain date filter on the Agenda

When writing notes, I used to click my browser's back button to return to the Agenda to date I had filtered it to. Now, it always takes me back to today's date.
Guest 3 months ago in Notes & Cases 0 Future consideration

Click and drag to re-order default intake forms

Allow me to click and drag to re-order my default intake forms. It's hard to use the arrows.
Guest 6 months ago in Notes & Cases 0 Future consideration

Remove deactivated staff from practice chat

Remove all staff that have been deactivated from practice chat, otherwise, it's hard to find the person I'm looking for.
Guest almost 6 years ago in Messaging & Notifications 4 Future consideration

Include total amount for processing fees in Credit Card Charges report

For tax purposes It would be nice to have a total for the amount of fees charged. This way at the end of the year, the total amount is there and we don't have to go back and manually calculate each fee. Just out a total credit card processing fee ...
Guest over 8 years ago in Reporting 5 Already exists

Report on credit card deposits

Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts. Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the de...
Guest over 6 years ago in Reporting 5 Future consideration