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Specify order of non-default intake forms

Allow me to re-order my non-default intake forms.
Guest over 1 year ago in Practice Management & Administration 1 Future consideration

Add a feature to track invoices and client statements by number

I would like to be able to run a report by invoice number. This way I can be sure that all invoices are accounted for. This would be especially helpful since we have two clinicians and two locations that generate invoices.
Guest over 9 years ago in Billing & Payments 3 Future consideration

Add progress note DOS in activity log when addendum added

When a provider adds an addendum to a progress note, include the date of service of the progress note so I can know which progress note I need to review.
Guest 10 months ago in Practice Management & Administration 2 Future consideration

Report on all open cases

Allow me to run a report to view all open cases for our practice without having to input a date range.
Guest over 4 years ago in Reporting 2 Future consideration

Customize order that service types are displayed

I think it would be great if you could order service types however fit best for your practice. For me I would like to have the Free Phone Consultation at the top. To go a step furhter I would LOVE it if there could be a seperate log in for client ...
Guest over 6 years ago in Billing & Payments 6 Future consideration

Show number of open cases when viewing the list of clients

When viewing the list of clients, allow me to see how many open cases each client has.
Rebecca Neavill almost 4 years ago in Clients & Groups 5 Future consideration

Offer one-on-one training

Offer one-on-one training when setting up TheraNest or onboarding new staff so they can learn the correct way to document, file claims, etc. Some people learn better with direct instruction rather than by watching videos or reading articles.
Guest 3 months ago in Practice Management & Administration 0 Future consideration

Specify what notifications I receive in TheraNest

I want to choose whether I get notifications about certain things in TheraNest and how those notifications are sent. For certain things, an in-app alert is enough, but for other things I might want to be alerted in several ways (like text, email a...
Guest about 6 years ago in Messaging & Notifications 6 Future consideration

Show if note has been signed when viewing the calendar

On the appointment block, show me if the note has been signed so I can quickly see which ones aren't completed.
Guest almost 3 years ago in Calendar & Scheduling 2 Future consideration

Provider pay rates per client

If our providers refer someone that ends up becoming their client, that provider gets an extra 5% for that client's sessions. There currently isn't a way for a provider to have multiple pay rates, or tie those rates to a client.
Guest over 1 year ago in Practice Management & Administration 4 Future consideration