In a recent update, you took away the ability to add one email address to multiple clients. At my practice, this is a crucial function as one provider may see a parent and another provider, their child, but both are listed under the same email. Wi...
Gabrielle Cecere
4 months ago
in Clients & Groups
0
Already exists
Issue: I work at a practice where I only see children. I have multiple families where I see sets of siblings. Theranest does not allow clinicians to use the same (parent) email for multiple children. It will not allow me to add a parent to the con...
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.
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.
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 ...
2
Future consideration
