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Allow more than 6 total participants in a Group Telehealth Session

Currently, one Telehealth session can only have up to 6 people including the staff member. I have some groups with larger members and need the ability to conduct telehealth sessions with those clients.
Guest about 5 years ago in Conducting Telehealth Sessions 23 Completed

Add view for "All" clients in Client List

Add an additional filter to the client list that let's us see both active and archived clients in the client list.
Guest about 5 years ago in Clients & Groups 10 Completed

Make progress note Creation Date optional

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 over 6 years ago in Notes & Cases 26 Completed
104 VOTE

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.
Linda Crossley almost 9 years ago in Client Portal Payments 52 Completed

Create telehealth link when confirming appointment from the portal

When a client schedules a telehealth appointment from the portal, have the link created when I confirm the appointment so I don't have to edit the appointment and click the Telehealth checkbox.
Laura Ely about 4 years ago in Calendar & Scheduling 11 Completed
135 VOTE

Add profile photos for staff

Allow me to upload a profile photo for a staff member.
Guest over 11 years ago in Practice Management & Administration 22 Completed

Allow viewing archived client contact information

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.
Guest about 7 years ago in Clients & Groups 18 Completed

Make dropdown dynamic form element required

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 over 4 years ago in Notes & Cases 16 Completed

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 almost 9 years ago in Intake Forms 32 Completed

Create a report showing clients with no appointments scheduled

It would be great if you could provide some way to highlight clients who do not have an appointment scheduled for a future date either through a report or some kind of notation in the client list. I routinely want to check to make sure that my cli...
Guest almost 8 years ago in Reporting 14 Completed