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 2037 of 2037

10 VOTE

Display insured ID # in left sidebar when viewing client details

When viewing a client's details, display their insured ID # for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.

Guest over 3 years ago in Clients & Groups 3 Future consideration

15 VOTE

Add ability to duplicate form elements in Custom Forms

allow 'copying' of form elements already entered within the working document you are creating to expedite process

Guest over 5 years ago in Notes & Cases 3 Future consideration

7 VOTE

Additional signature lines on treatment plans

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 over 2 years ago in Notes & Cases 1 Future consideration

11 VOTE

Fill out an intake form more than once

If I send an intake form to a client through the portal, allow them to fill it out more than once. For example, we have some clients that need to complete multiple "releases".

Guest almost 4 years ago in Intake Forms 0 Future consideration

12 VOTE

Include diagnosis on Discharge Summary

Add the client's diagnosis to the discharge summary so that it appears on the printed document.

Guest over 4 years ago in Notes & Cases 0 Future consideration

15 VOTE

Add staff permission for viewing and editing payroll reports

Make a separate staff permission for viewing and editing the payroll report because I don't want certain people seeing what has already been paid out.

Guest over 5 years ago in Reporting 3 Future consideration

21 VOTE

Automatically mark submitted claims to paid claims w/o us lowering the amount we bill the insurance.

Please try to automatically mark the submitted claims as paid, when the ERAs are downloaded in Theranest. We have to manually update these claims a few times on different pages so that they will show up as paid. I know that if we bill the amount ...

Guest over 7 years ago in Billing & Payments 0 Future consideration

1 VOTE

Track pay period dates

Allow us to set up pay period dates so I can run the Payroll reports by those dates. Then I don't have to remember the dates off the top of my head or track them externally.

Jamie Kordich 4 months ago in Practice Management & Administration 0 Future consideration

14 VOTE

Insurance Refund and Bulk Insurance Payment Posting

We need to have a function that allows for negative payments to post (ie: insurance refunds) and to allow bulk insurance payment posting. These are essential to proper bookkeeping. How can this be completed. Our clinic cannot be the only one with ...

Guest almost 5 years ago in Billing & Payments 3 Future consideration

5 VOTE

Add sorting & filtering to notes awaiting signature

Allow me to filter and sort by the available columns when viewing the Notes Awaiting Signature page.

Guest almost 2 years ago in Notes & Cases 1 Future consideration

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