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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

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

Track staff license expiration

Allow me to track when a staff member's license expires so I can make sure to follow up with them and update it in the system.
Guest about 3 years ago in Practice Management & Administration 4 Future consideration

Notify staff when they have been assigned a new client

Send a notification to the staff member when a new client or prospective has been assigned to them.
Guest almost 6 years ago in Messaging & Notifications 9 Future consideration

Revoke client portal invitations

Allow me to revoke a client portal invitation in instances where it was sent in error.
Guest over 1 year ago in Client Account Management 1 Future consideration

Unsubscribe from pop-up alerts

Allow me to unsubscribe from all pop-up alerts in TheraNest.
Guest over 2 years ago in Practice Management & Administration 6 Future consideration

Prevent staff from viewing a specific client

Allow me to lock a specific client's profile that prevents other staff from viewing their information. Sometimes we may get a client that one of us knows personally, and we don't want to change everyone's permission but just prevent them from view...
Guest over 2 years ago in Clients & Groups 2 Future consideration

Add staff email as an available placeholder for reminder templates

Allow me to include the staff member's email address in the appointment reminder templates. If one of our clients needs to reach out about their appointment they need to reach out to the staff member directly.
Guest over 1 year ago in Practice Management & Administration 3 Future consideration

Filter clients when sending a secure message

Filter clients by certain attributes (e.g., self-pay, has insurance, etc.) when sending a secure message to multiple clients.
Guest about 2 years ago in Messaging & Notifications 3 Future consideration

Mark payouts as "paid" in the payroll data export

When running the Payroll Data Export, allow me to mark items as paid out like I can in the Payroll by Rendering Provider report.
Guest almost 3 years ago in Reporting 2 Future consideration