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Automatically populate city and state with the zip code

Have the client's city and state automatically populate when I type in the zip code.

Guest over 8 years ago in Clients & Groups 2 Future consideration

Customize default message when sharing forms

When I share new forms under the client docs, allow me to customize the message so that I don't have to change it every time.

Guest over 5 years ago in Clients & Groups 4 Future consideration

9 VOTE

Remind me of incomplete notes

Have TheraNest automatically remind me after so many days of notes that I haven't completed so I don't have to scroll through the Agenda or remember to run a report.

Guest over 2 years ago in Messaging & Notifications 2 Future consideration

3 VOTE

Allow admins to receive all authorization reminders

As an admin, allow me to receive all authorization reminders without having to assign myself to each client.

Guest 10 months ago in Billing & Payments 1 Future consideration

14 VOTE

Add insured ID # as customized grid option for clients list

When viewing the list of clients, allow me to include their insured ID #.

Guest almost 4 years ago in Clients & Groups 7 Future consideration

5 VOTE

Add copay to clients list

When viewing the Clients list, allow me to customize the grid to view the client's copay.

Guest over 1 year ago in Clients & Groups 2 Future consideration

11 VOTE

Link initial assessment to a date of service

Allow me to link the initial assessment to a date of service/appointment.

Guest about 3 years ago in Notes & Cases 3 Future consideration

11 VOTE

Save different calendar views

Allow me to apply filters to my calendar and save it as a calendar view so I can easily switch back and forth between different views on my calendar. For example, I may want to create a view for each location or for certain therapists at each loca...

Guest about 3 years ago in Calendar & Scheduling 4 Future consideration

12 VOTE

Standard statement footnote

Allow me to create a statement footnote that is automatically included on all statements so I don't have to retype the same thing every time.

Guest over 3 years ago in Billing & Payments 4 Future consideration

14 VOTE

Remind me which clients want superbills

Remind me which clients want superbills because I have some that want them and some that don't and it would be easier if I was reminded of these clients or they were designated somehow.

Guest about 4 years ago in Billing & Payments 1 Future consideration

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