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Add "unknown" as quick reason option for appointment cancellation

When editing the appointment status, add "unknown" as a quick reason option.
Guest 4 months ago in Calendar & Scheduling 0 Future consideration

Allow admins to mass secure message just assigned clients

As an administrator and provider, when I send a secure message allow me to mass message the clients I am assigned to.
Steven Clemons, Jr. 4 months ago in Messaging & Notifications 0 Future consideration

Aggregate services on the claim for ABA billing

As an ABA provider using TheraNest, I need multiple appointments for the same date of service to not appear as separate lines on the claim.
Victoria Hebert 4 months ago in Billing & Payments 0 Future consideration

Retain grid filters

If I apply filters to a grid in TheraNest (e.g., Clients list, Contact Log entries, etc.) then have TheraNest remember those filters so that they are still applied when I return to the grid.
Karambir Khalsa 4 months ago in Clients & Groups 0 Future consideration

Filter by one or more appointment statuses under batch invoicing

Allow me to show/hide invoices that are linked to no-shows, rescheduled, and canceled appointments when using the batch invoicing feature. I may want to hide them all or only hide cancellations.
Guest about 2 years ago in Billing & Payments 3 Future consideration

Add addendum to treatment plans

Allow me to add an addendum to treatment plans like I can do with progress notes and initial assessments.
Guest over 3 years ago in Notes & Cases 1 Future consideration

Add second emergency contact to client portal

Allow my clients to add a second emergency contact when filling out their demographics on the client portal for when a client has divorced parents.
Guest about 1 year ago in Client Account Management 1 Future consideration

Inactivity warning on client portal

If a client has been inactive on the client portal and is about to logged out, then show a warning so if they are completing intake paperwork they can save it before getting logged off.
Guest over 2 years ago in Intake Forms 0 Future consideration

Add ability to duplicate existing appointment and appointment details

It would be helpful to be able to copy a calendar appointment and maybe drag it to another date and time on the calendar, without having to input all the information again.
Guest almost 8 years ago in Calendar & Scheduling 9 Future consideration

Add payment number to daily billing report

Allow me to include the payment number as a customized grid option in the Daily Billing report.
Guest about 2 years ago in Reporting 2 Future consideration