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Allow non-admin staff members to send/resend forms through the client portal

I would like therapists who do not have administration privileges to be able to send releases of information to their clients via the portal. Right now only those with admin privileges can send the release of information.
Guest about 5 years ago in Intake Forms 4 Completed

Display client's time zone in appointment reminders

We service clients in other states and in different time zones than our organization. Include a time zone in appointment reminders because sometimes clients call confused because no time zone is displayed and they think there's been a scheduling m...
Guest over 3 years ago in Clients & Groups 10 Completed

Send appointment reminders more than once

Allow me to set up appointment reminders so they get sent more than once before the client's appointment. For example, I may want to send a reminder two days prior and one day prior.
Guest about 6 years ago in Messaging & Notifications 14 Completed
120 VOTE

Archive button on client detail screen

Please allow archiving and unarchiving from client details rather than the client list.
Leroy Miller over 8 years ago in Clients & Groups 13 Completed

Split client & insurance balance due on Agenda

The Agenda's Balance Due section needs to be split between client amount due & insurance amount due. With just the bulk sum on there it's pretty useless because you still have to go into the client's account to decipher if they actually owe an...
Guest over 6 years ago in Calendar & Scheduling 18 Completed

Add option to "view all" in client appointment history page

Please allow us to select "see all appointments" when looking at the client's appointments list in their profile.
Guest over 6 years ago in Clients & Groups 20 Completed

Add color coding to service types to display in the Calendar

It would be really helpful if different service types could be color coded on the calendar. For example, if an initial assessment (90791) could be a different color from a 60 minute follow up session (90837) it would allow me to look at my weekly ...
Guest almost 5 years ago in Calendar & Scheduling 3 Completed

Allow more than 6 total participants in a Group Telehealth Session

Currently, one Telehealth session can only have up to 6 people including the staff member. I have some groups with larger members and need the ability to conduct telehealth sessions with those clients.
Guest almost 5 years ago in Conducting Telehealth Sessions 23 Completed

Populate box 24H on the CMS form

Have TheraNest populate box 24H on the CMS 1500 form.
Guest over 1 year ago in Billing & Payments 12 Completed

Create telehealth link when confirming appointment from the portal

When a client schedules a telehealth appointment from the portal, have the link created when I confirm the appointment so I don't have to edit the appointment and click the Telehealth checkbox.
Laura Ely almost 4 years ago in Calendar & Scheduling 11 Completed