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Require password change every certain number of days

Prompt users and clients to change their passwords after a certain number of days to minimize security risks.
Guest almost 4 years ago in Practice Management & Administration 6 Future consideration

Add setting when staff member is not accepting new clients

It would be nice for clinicians to check a box that took them off of the Therabook system for new clients but allow existing clients to request appointments. Currently the only way is to deny the new client's initial request for an appointment. Th...
Guest about 7 years ago in Appointments & Scheduling 4 Future consideration

Always view full day appointments in staff view

When I schedule a full-day appointment and have the calendar in Staff view, allow me to always see the appointment even if I scroll down to later on the calendar so I don't try and schedule something.
Guest over 2 years ago in Calendar & Scheduling 4 Future consideration

Add "Next..." and "Previous..." buttons to Contact Logs, Treatment Plans, and Progress Notes

For treatment review purposes, it is often necessary to browse through existing Contact Logs, Treatment Plans, and Progress Notes for a particular client. Currently, TheraNest makes it necessary to exit a Contact Log, Treatment Plan, or Progress N...
Guest almost 9 years ago in Notes & Cases 10 Future consideration

Create report that shows credit card expirations

It would be really helpful to have a report that can be pulled showing cards that are expired or reaching expiration date so we know to contact the patient for new CC and can remove the old one.
Guest about 6 years ago in Reporting 3 Future consideration

Notify clients of new and past due invoices

Allow me to remind clients through the client portal when a new invoice is available, and remind them again after so many days if an invoice hasn't been paid.
Guest over 7 years ago in Client Portal Payments 9 Future consideration

Include appointment time in Payroll Report

When running the Payroll Report, include the appointment time and session length.
Guest almost 4 years ago in Reporting 0 Future consideration

Don't copy previous content when creating a new treatment plan

When I create a new treatment plan for a client that already has an existing one, don't copy the content from the previous treatment plan over to the new one so I can start fresh with new content and new goals.
Guest over 4 years ago in Notes & Cases 1 Future consideration

Wiley Homework Planner and/or document library

Offer the Wiley Homework Planner along side the other planners and/or provide a document library within which documents can be stored and assigned to clients.
Guest almost 8 years ago in Notes & Cases 4 Future consideration

Archive new cancellation service types

Allow me to archive the new cancellation service types (Cancel, Late Cancel, and No Show). I've already created these service types for my practice and don't need the ones TheraNest provides.
Elizabeth Marnix 3 months ago in Practice Management & Administration 0 Future consideration