Change treatment plan button to "Create/Update Existing Treatment Plan"
Once a Tx plan has been there, using the "Create Treatment Plan" button automatically makes a copy of the most recent treatment plan. Change the button to "Create/Update Existing Treatment Plan" so it's more accurate.
Guest
over 2 years ago
in Notes & Cases
0
Future consideration
When a new client is added in TheraNest it's recorded in the activity log, but I can't search for that action. Allow me to search for new clients added so I can quickly filter the list of activities.
There is only a written off and total amount. For our practice it would be helpful to have the Paid amount. The written off is an insurance write off and not what we in actuality took in. I would like a Paid Amount between the Total and written off
Rachael Eichhorn
almost 7 years ago
in Billing & Payments
1
Future consideration
Allow me to view the client's primary payer on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.
Add the ability to update progress of goals for treatment plans
When you create a treatment plan, you can select the progress of each objective which would be "in progress" at initiation. Once it is approved, you are no longer able to add or amend any information.
Guest
about 4 years ago
in Notes & Cases
1
Future consideration
Make it easier for clients to compose portal messages from phone
Our clients are saying it's difficult to compose portal messages when using their mobile device. Make it easier for them to compose messages so we don't receive incomprehensible messages.
Guest
over 3 years ago
in Messaging
0
Future consideration
0
Future consideration
1
Future consideration
