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Customize groupings in Retention Rate report

When viewing the Retention Rate report, allow me to customize how the columns are grouped. For example, I may want one column to show 1-3 appointments, rather than 2-5.
Guest over 1 year ago in Reporting 1 Future consideration

Display client's self pay amount in Calendar and Agenda

When a client has insurance, the amount of the copay shows up on the calendar next to the client's appointment. This is helpful, so the therapist can see what is owed. However, if the client is self-pay, the fixed sliding scale rate does not show ...
Guest about 6 years ago in Calendar & Scheduling 3 Future consideration

Save draft of treatment plan before adding goals

If I fill out a client's treatment plan and then click to add a goal, none of that information is saved. Since the goal button is right in the document I often forget to click the "save" button. The draft should save automatically when moving to a...
Guest about 3 years ago in Notes & Cases 2 Future consideration

Electronic New Hire Paperwork

Allow Staff to electronically sign and upload new hire paperwork and other documents related to employment. Create an HR level permission with - and separate from- Administrative.
Guest almost 5 years ago in Practice Management & Administration 0 Future consideration

Custom appointment reminders per provider

As a provider, allow me to customize one appointment reminder template that my clients receive. Right now, the organization customizes the message, but I'd like to change it for my clients only.
Guest over 3 years ago in Clients & Groups 5 Future consideration

Add archived client to prospective clients list

Instead of unarchiving a client and making them active, allow me to add them to the prospective clients list.
Guest almost 3 years ago in Clients & Groups 3 Future consideration

View claim number in claim tabs

Allow me to easily view the claim number in the claim tabs. When I talk to payers they typically refer to claim numbers and it would be easier to find the correct client and claim if I could search by this in TheraNest.
Guest over 2 years ago in Billing & Payments 2 Future consideration

Create one reusable link for Telehealth appointments

Have TheraNest create one telehealth link that can be reused for a client so I don't have to email them a unique link each time. If there was one link the client could just save it and not have to worry about logging into the portal.
Guest over 4 years ago in Calendar & Scheduling 3 Future consideration

Less steps to close a case

There are a lot of steps to close the case. Make it easier to close and apply my signature to a discharge summary to close the case.
Guest over 2 years ago in Notes & Cases 4 Future consideration

Show progress note status on detailed attendance report

When running the Detailed Attendance report, allow me to see if a progress note has been completed/signed for that appointment.
Guest almost 3 years ago in Reporting 4 Future consideration