Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

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Showing 1827

11 VOTE

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 almost 4 years ago in Practice Management & Administration 4 Future consideration

6 VOTE

Automatically add supervisor to Provider(s) field in each progress note

If the staff preference permissions require a supervisor must approve or co-sign all notes, then automatically add the supervisor to the Provider(s) field of the progress note.

Guest about 2 years ago in Notes & Cases 0 Future consideration

6 VOTE

Group Tasks

We would like to be able to have "Group Tasks"

Guest about 2 years ago in Practice Management & Administration 1 Future consideration

6 VOTE

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 about 2 years ago in Practice Management & Administration 3 Future consideration

11 VOTE

Allow clients to print statements from the client portal

Allow my clients to download and print their statements from the client portal like they can with invoices and superbills.

Guest almost 4 years ago in Client Portal Payments 3 Future consideration

23 VOTE

Increase font size in calendar

Allow me to increase the font size when working in the calendar.

Guest about 8 years ago in Calendar & Scheduling 6 Future consideration

14 VOTE

See the client portal from the client's view

Allow me to see the client portal from the client's perspective so if a client has a question we can help them.

Guest almost 5 years ago in Practice Management & Administration 2 Future consideration

11 VOTE

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 almost 4 years ago in Notes & Cases 2 Future consideration

9 VOTE

Remind me of incomplete notes

Have TheraNest automatically remind me after so many days of notes that I haven't completed so I don't have to scroll through the Agenda or remember to run a report.

Guest about 3 years ago in Messaging & Notifications 2 Future consideration

10 VOTE

Mark goal status in progress notes

When editing a progress note, allow me to mark the client's goals with a status (e.g., met, not met, etc.).

Guest over 3 years ago in Notes & Cases 3 Future consideration

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