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Showing 2011 of 2011

View deactivated staff name under assigned staff in client list

We would like the ability to see who the client saw, even when the staff has been deactivated. For example: if a client decides to return, we can't tell from the archived client list which staff previously saw the client.
Guest over 4 years ago in Clients & Groups 3 Future consideration

Color code agenda by therapist

It would be nice if the Agenda view was color-coded by therapist like the calendar is.
Guest over 6 years ago in Calendar & Scheduling 1 Future consideration

Allow admins to remove signatures from treatment plans

As an administrator at my organization, allow me to remove signatures from treatment plans so that edits can be made.
Guest over 6 years ago in Notes & Cases 2 Future consideration

Statement for Family Group

It would be incredibly helpful to be able to send a statement for a family group. For example: We have a families whose members are all in individual counseling at our office. Rather than sending an individual statement for each child and parent, ...
Guest about 4 years ago in Billing & Payments 3 Future consideration

View DOS and invoice number for unapplied payments from an ERA

When an overpayment is received through an ERA and it gets applied as a credit on the client's ledger, there is not an easy way to identify what DOS or invoice number it originally pertains to without copying the number and searching in the Paid a...
Guest 10 months ago in Billing & Payments 0 Future consideration

Allow clients to reply to portal message from unassigned staff

As an administrator, I sent a message to several clients but they were unable to reply because I was not assigned to the clients in TheraNest.
Guest almost 4 years ago in Messaging 0 Future consideration

View primary payer on appointment block

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.
Guest almost 4 years ago in Calendar & Scheduling 5 Future consideration

Automatic telehealth appointment creation for specific service types

Allow me to designate a service type as telehealth so that when the appointment is created and the service type is selected, it automatically marks the session as a telehealth session.
Guest over 2 years ago in Practice Management & Administration 5 Future consideration

Don't immediately send new appointment/changed appointment emails

When I create a new appointment for a client or edit an existing appointment, don't send them an email right away. Sometimes I may make a mistake and I want to be able to correct it before they get the email.
Guest almost 3 years ago in Calendar & Scheduling 5 Future consideration

Create service types per provider

We have a large practice and our providers each have different rates. Allow me to set up service types for each provider rather than having one large list of organization-wide service types.
Guest almost 3 years ago in Practice Management & Administration 4 Future consideration