After I write a secure message, allow me to set a time for when it should be sent to the client. I may want to write a message today, but not have it sent until tomorrow and I don't want to forget.
Allow archived clients to access portal for contacts
If a client is also a contact of another client when the client is archived still allow them access to the client portal for the client they are a contact for.
It would be nice to not need to click on the invoice to get the full details of payments from insurance and client and adjustments. Could we have a customizable grid to control what information we see to prevent extra steps?
Katie Bade
almost 4 years ago
in Billing & Payments
4
Future consideration
It seems the only "Alerts" coming into TheraNest itself are for payments and cancellations made through the Client Portal.
I want to see more robust Alert functionality, more specifically for documents clients submit. As of now, I can only recei...
I do believe that adding live-real time chat to the platform is beneficial. I have had many of my teens ask for this feature. I tried to vote on the other comments; however, I am not able to. The text message works; however, you will have to refre...
Guest
almost 4 years ago
in Clients & Groups
3
Future consideration
Allow for additional signature lines on treatment plans. For our clients that have medication the provider prescribing the medication needs to sign the treatment plan as well.
Guest
almost 2 years ago
in Notes & Cases
1
Future consideration