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188 VOTE

Mark claims "paid" on the client Ledger

When insurance payment is entered manually and the claim is marked "paid" on the submitted claims page, it would be beneficial for the "paid" status to show on the client's Open Invoices page. Right now it says "submitted" on the client page even ...
Guest about 7 years ago in Billing & Payments 22 Future consideration
205 VOTE

Schedule recurring/automatic payments

For clients that are on payment plans, allow me to set up scheduled or recurring payments for a set amount.
Guest almost 8 years ago in Billing & Payments 54 Future consideration
238 VOTE

Add Progress Notes from the Calendar

It would make it easier to write a note from the calendar instead of having to go into each individual client or the agenda.
Guest about 9 years ago in Calendar & Scheduling 39 Future consideration

Sending Assessments to Clients Automatically

Add the option to automatically send assessments to Clients on a monthly, bi-monthly, quarterly, and yearly basis.
Guest 2 months ago in Client Account Management / Clients & Groups 0 Future consideration
229 VOTE

Autosave client details

When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.
Guest about 9 years ago in Clients & Groups 49 Future consideration

Offer and support a mobile application

Continue supporting the mobile application because I like the convenience of it when I'm not near a computer and a mobile app is easier than using a browser.
Guest almost 3 years ago in Calendar & Scheduling 43 Future consideration
221 VOTE

More granular permission levels

Have TheraNest modify the permissions levels to be more granular so we can select specific functions the individual can perform rather than multiple functions activated under a single role.
Guest almost 9 years ago in Practice Management & Administration 61 Future consideration

Hold client communication until resume of business hours

Many transactions related to payments, statements, collections, etc. occur after business hours. Allow us to create the invoice or payment link, but if made after 7 pm, queue up the email as a delay and send it out at 8 am the next morning.
Cindy Hooper 16 days ago in Billing & Payments 0 Future consideration
148 VOTE

Greater distinction for canceled appointments

When viewing the calendar, it's hard to distinguish between the cancelled appointments and other appointments because they appear in the same bright color. Have a way for the cancelled appointments to still be shown on the calendar, but with a gre...
Guest about 6 years ago in Calendar & Scheduling 17 Future consideration
107 VOTE

Notify me when client turns 18

Notify me when a client turns 18 as there are new forms/protocols that need to be filled out as they transition to adult counseling.
Guest over 4 years ago in Messaging & Notifications 13 Future consideration