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Unbillable note option

Please add an unbillable option to be able to enter notes for information purposes only and not for billing purposes. This is an important option when working with Medicaid
Guest about 4 years ago in Notes & Cases 0 Already exists

Client Portal

Would it be possible to add a feature where users (in addition to administrators) can send clients paperwork through the portal?
Guest about 4 years ago in Practice Management & Administration 0 Already exists

More detailed invoices/receipts

Currently, client invoices/receipts only reflect the client amount due/balance. I'd like clients to be able to see the "full picture" of their billing including: - client amount due/paid, - insurance amount due/paid, and - write off amount with...
Guest about 4 years ago in Billing & Payments 0 Already exists

special notes

The addition of "special notes," or notes that are not progress notes that are for special circumstances (an important collateral contact conversation or an unexpected discharge without a session) .
Guest about 4 years ago in Notes & Cases 0 Already exists

Allow entering in number code for service type color coding feature

No description provided
Guest about 4 years ago in Calendar & Scheduling 0 Already exists

Automatic Appointment Reminders

Have system automatically send appointment reminders.
Guest about 4 years ago in Practice Management & Administration 0 Already exists

Mark whether note is individual or group

When filling out a progress note for a client, allow me to check whether the session was individual, family, group, etc.
Guest about 4 years ago in Notes & Cases 0 Already exists

option to view General Documents as a text list

Change the formatting of items in the General Docs area of Theranest so that existing documents can be viewed as a list. We are currently forced to view the docs as icons and the text is truncated, making identification difficult. I would prefer t...
Guest over 4 years ago in Clients & Groups 0 Already exists

Disable clients from scheduling appointments same day on client portal

When clients schedule appointments on the client portal, allow me to prevent them from scheduling appointments for the same day.
Guest over 4 years ago in Appointments & Scheduling 1 Already exists

Enter insurance information in client portal

Allow clients to enter their insurance information in the client portal.
Guest over 4 years ago in Client & Billing Details 0 Already exists