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 2032 of 2032

12 VOTE

Add Zip Code to the Demographics Analytics Report

Add the Client's zip code to the Demographics Analytics Report so we can identify where our client base lives. This will help us better understand our target audience.

Guest 5 months ago in Clients & Groups / Reporting 0 Future consideration

211 VOTE

Filter calendar by room and display room availability

Room calendar and availability would help our staff to see which room is available. If for example one therapist is out, he could remove his name from that room and someone else would be able to use it. Pretty much what we are looking in is to see...

Guest over 7 years ago in Calendar & Scheduling 60 Future consideration

205 VOTE

Create progress note template library (PIE, DAP, SOAP, PHQ-9 etc.)

Provide general templates such as PIE, DAP, and SOAP for clinicians to choose from.

Guest about 7 years ago in Notes & Cases 52 Future consideration

252 VOTE

Refund or negative payment options

I've found it difficult and messy to try to track or even enter any situations in which client or insurance has overpaid and I need to issue a refund. I would like to accurately enter the amount which insurance has paid, even if it is over the rem...

Guest about 9 years ago in Billing & Payments 50 Future consideration

3 VOTE

Pop-up notifications for alerts

Some of the alerts are important and need my immediate attention. It would be great if some alerts were displayed as pop-ups on my screen.

Valarie Williams about 1 month ago in Messaging & Notifications 0 Future consideration

222 VOTE

Schedule recurring/automatic payments

For clients that are on payment plans, allow me to set up a scheduled one-time or recurring payments for a set amount.

Guest over 8 years ago in Billing & Payments 54 Future consideration

203 VOTE

Mark claims "paid" on the client Ledger

When insurance payment is entered manually and the claim is marked "paid" on the submitted claims page, it would be beneficial for the "paid" status to show on the client's Open Invoices page. Right now it says "submitted" on the client page even ...

Guest over 7 years ago in Billing & Payments 22 Future consideration

129 VOTE

Notify me when client turns 18

Notify me when a client turns 18 as there are new forms/protocols that need to be filled out as they transition to adult counseling.

Kristen Harper almost 5 years ago in Messaging & Notifications 13 Future consideration

241 VOTE

More granular permission levels

Have TheraNest modify the permissions levels to be more granular so we can select specific functions the individual can perform rather than multiple functions activated under a single role.

Guest over 9 years ago in Practice Management & Administration 61 Future consideration

242 VOTE

Autosave client details

When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.

Guest over 9 years ago in Clients & Groups 49 Future consideration

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