HI there!
I love using Theranest to input my client notes but the new "creation date" feature is not my favorite. I often write notes by hand and enter them in later when I have time. This feature makes progress notes inflexible and could potentia...
Guest
about 6 years ago
in Notes & Cases
26
Completed
Send invoices, superbills, statements through Client Portal
Allow me to sent a client's superbills, statements, and invoices to the client portal where they can view and print them. Sending them through the portal would save me paper and ensure confidentiality.
Almost all fields in the custom forms and new dynamic forms allow the creator to "require an answer" except the dropdown fields. Please add this option so that patients are required to make a choice among the dropdown options.
Guest
almost 4 years ago
in Notes & Cases
16
Completed
many times we archive clients that have not been seen in a while. When they contact us to be seen again, it would be nice to be able to see their details without underachieving.
Resend Intake Forms multiple times throughout treatment
We need to resend our long term clients the intake forms again more than 6 month in service. As we know, by law, clients have to sign or update the intake forms again after 6 month. Sometimes we add a new service next to our counseling sessions, s...
Guest
over 8 years ago
in Intake Forms
32
Completed
As a biller, it is essential that we can document zero dollar payments from insurance as part of the client's ledger. This is often the documentation we need to then bill a secondary insurance. Note of zero dollar payment should be able to have pa...
26
Completed
32
Completed
