When sending a secure message to a client, allow me to compose and save a draft. I may need to jot some things down and then come back to edit and send later.
If I'm using my mobile device to access TheraNest, have the relevant app pull up if I click the client's email address or phone number so I can contact them without having to copy and paste their information.
Guest
about 1 year ago
in Clients & Groups
1
Future consideration
Options for Automated Reminders to Clients to Pay Invoices
I would love to be able to schedule automatic reminders that can be sent to clients to pay invoices by a given date. Many of them either do not give us permission to save/charge their card and/or just forget to check their portal, which means I ha...
Hi-- we have been using your system for about two months now at our Intensive Outpatient Program and are overall very happy. We have about 25 providers who we would like to give limited access to the site. So that notes can be done and accessed by...
Show payer from insurance ERA payments on payment details
I would like for there to be options on the insurance payments to show which insurance company is making the payment when I create the payment on my client's invoice. The payer should automatically show up on the payment.
I would also like to be ...