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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

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

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

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

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

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

Bulk Download Notes

Bulk download notes. Being able to download notes from one date to the other in bulk. Currently having to do individual and super time consuming.
Katelynn Rickard 4 months ago in Notes & Cases 0 Already exists

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