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Show unapplied payments when accepting payment

When I'm accepting payment and applying it to an invoice, show me any unapplied payments so I don't accidentally overcharge the client.
Guest about 3 years ago in Billing & Payments 5 Future consideration

Change appointment time and service types in progress notes

There are times that I will have to go over the scheduled timeframe and need to bill a different code. I'd like to change this on the progress note and have it reflected back on the appointment, so our records are accurate.
Guest over 5 years ago in Notes & Cases 10 Future consideration

Custom appointment reminders based on service type

It would be very helpful to allow for custom reminders based on the type of service instead of just one generic reminder. For example, we offer individual therapy, but also have providers who conduct school observations or attend IEP meetings. It ...
Guest over 6 years ago in Messaging & Notifications 11 Future consideration

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 over 3 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