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Showing 1799
141 VOTE

Centralized contact log

Create a centralized contact log that doesn't have to be associated with a case. I don't want to open a case just to enter contact log information. Or I may have staff that aren't assigned to a case and need to notate client communication.
Guest over 4 years ago in Notes & Cases 33 Future consideration

Notify me when a client updates or deletes a credit card

Send me a notification when a client updates or deletes their credit card on the Client Portal.
Caitlin D. about 1 month ago in Client Portal Payments 0 Future consideration
271 VOTE

Fax documents from TheraNest

Allow me to fax documents from TheraNest.
Guest over 8 years ago in Practice Management & Administration 26 Future consideration
207 VOTE

Filter calendar by room and display room availability

Room calendar and availability would help our staff to see which room is available. If for example one therapist is out, he could remove his name from that room and someone else would be able to use it. Pretty much what we are looking in is to see...
Guest about 7 years ago in Calendar & Scheduling 60 Future consideration
201 VOTE

Create progress note template library (PIE, DAP, SOAP, PHQ-9 etc.)

Provide general templates such as PIE, DAP, and SOAP for clinicians to choose from.
Guest about 7 years ago in Notes & Cases 52 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 about 3 years ago in Calendar & Scheduling 44 Future consideration

Add Addendums for Closed Cases

Add the ability to add addendums to closed Client Cases. This would be beneficial when documenting communication with past clients requesting documentation, references, etc. as it would accurately more accurately track Case activities after they a...
Starlain Saldana 2 months ago in Notes & Cases 0 Future consideration

Specify date on treatment plans

When I create a treament plan, allow me to specify the date of the treatment plan rather than it defaulting to the date the case was open.
Lillian Outlaw 6 months ago in Notes & Cases 0 Future consideration
249 VOTE

Refund or negative payment options

I've found it difficult and messy to try to track or even enter any situations in which client or insurance has overpaid and I need to issue a refund. I would like to accurately enter the amount which insurance has paid, even if it is over the rem...
Guest almost 9 years ago in Billing & Payments 50 Future consideration

Add button to Client Portal to navigate Client to Practice Website

Add a customizable button to the Client Portal that will navigate Clients to the Practice's website. The button can be configured by the Organization Administrator with the URL of the Practice's website.
CMHC Admin 6 months ago in Client Account Management 0 Future consideration