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Request non-client appointments/events with other staff

I would like my employees to be able to request a session in a similar way that clients can request a session. Our supervisees are responsible for booking time with their supervisors, but we don't want to give them access to their calendars.
Guest 3 months ago in Clients & Groups 0 Future consideration

Allow multiple open treatment plans

Allow me to have multiple treatment plans open. We have different departments that will write a treatment plan under the same case.
Guest 3 months ago in Notes & Cases 0 Future consideration

Don't select to group all appointments into a single claim when creating invoices from the agenda

When I create an invoice from the Agenda, don't automatically select the option to group all appointments onto a single claim.
Guest 3 months ago in Client & Billing Details 0 Future consideration

Apply payments and write-offs at the same time

Allow me to apply payments and write-offs at the same time without having to save one and navigate to another screen to apply the other.
Guest almost 3 years ago in Billing & Payments 4 Future consideration

Incorporate reason codes on ERAs

If you could also show the reason codes for denied or adjusted claims on the uploaded ERAs that would save us from having to go back and forth to our processor. Thank you!
Guest almost 7 years ago in Billing & Payments 3 Future consideration

Automatically copy address from client to insured

It would be helpful and time saving if I could poke a button to copy the address info that was entered for the client to the insured's info - perfect for when client is spouse or child of insured!
Guest almost 8 years ago in Clients & Groups 10 Future consideration

Send intake forms automatically at a given cadence

Allow me to schedule certain intake forms to be sent on a specific cadence (e.g., monthly, yearly, etc.).
Guest almost 2 years ago in Notes & Cases 4 Future consideration

Report on deposits/withdrawals to my account

Allow me to run a report that displays all the deposits and withdrawals made from TheraNest out of my bank account so I know I can track the transactions related to client refunds, credit card processing fees, subscription fees, etc.
Guest about 4 years ago in Billing & Payments 4 Future consideration

Add treatment plan due date to client list

Add a column to the client list grid that tells us the next treatment plan due date.
Dawn del Rio 3 months ago in Clients & Groups 0 Future consideration

Customize restriction for portal scheduling/cancellations/reschedules

Currently, there are two client portal settings to allow clients to schedule an appointment, and another setting to allow clients to cancel or reschedule an appointment within 24 hours, but I'd like to adjust the time to 48 or 72 hours.
Guest over 2 years ago in Practice Management & Administration 7 Future consideration