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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

Fill 32a NPI from Location in Invoice

Have the NPI that is filled in box 32a be pulled from the location chosen on the appointment/invoice. Currently defaults to whatever is in "Facility NPI" regardless of the location chosen
Guest over 4 years ago in Billing & Payments 0 Already exists

window moveable

moveable window so clinician can be looking at self and still appear to be looking client (in the eye)
Guest over 5 years ago in Conducting Telehealth Sessions 0 Already exists

Place to enter Parent Contact Information

It would be great if there was a way to enter parent contact information for a minor client. I often call parents and its tricky to remember their names based off the existing info fields in the details screen. For example I'm calling a child n...
Guest over 5 years ago in Clients & Groups 0 Already exists

client portal

Allow us to resend intake paperwork if not filled out correctly after they have signed in instead of emailing it through portal and have to find the attachment on my computer so it is not instant.
Guest over 5 years ago in Practice Management & Administration 0 Already exists

calendar

Could you add a button to schedule an appointment (and then choose client) directly from clicking on a time slot on the calendar?
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

Close case dates

When a case is closed, sometimes it is necessary to re-open a case for various reasons. It would be nice if we can choose the original close case date or set a new one. In a current situation I have, I would like to have the original case closed d...
Guest over 5 years ago in Notes & Cases 0 Already exists

appointment times

I would like the ability to create appts on the half hour or a quarter to as my appointments are not always on the hour. I have been unable to use the calendar for my appts unless on the hour and my notes have not been able to be added on the co...
Guest over 5 years ago in Calendar & Scheduling 0 Already exists