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Don't display fields I haven't filled in on initial assessment

On the initial assessment, there are certain fields that have a drop-down selection before a text box (i.e., Is Client Appropriate For Agency Services?, Special Needs Of Client, Contract/Safety Plan, Cultural Variables?, and Educational Or Vocatio...
Guest over 3 years ago in Notes & Cases 3 Future consideration

Restrict service type for new clients scheduling from the portal

Allow me to restrict which service types new clients can schedule from the client portal, so they can only schedule consults or intake appointments.
Guest almost 6 years ago in Appointments & Scheduling 2 Future consideration

Include location in email when appointment is scheduled

Include the location information when the automatic email is sent to a client when an appointment is scheduled. Otherwise, they don't see the location until the appointment reminder is sent.
Guest about 8 years ago in Messaging & Notifications 3 Future consideration

Alert me when a duplicate client is created

Alert me if I create a duplicate client.
Guest almost 4 years ago in Clients & Groups 1 Future consideration

Print 2 column dynamic progress notes

If I create a dynamic progress note that's two columns, then show two columns when I print the note.
Guest over 2 years ago in Notes & Cases 2 Future consideration

Search claims in Paid/Processed tab by processed date

Allow me to search the claims in the Paid/Processed tab by processed date rather than the submitted date.
Guest over 2 years ago in Billing & Payments 1 Future consideration

Add referral source to prospective clients list

When adding a client to the prospective clients list, allow me to add their referral source.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Set default forum for appointments

Allow me to set whether the forum will default to Telehealth or In-Person when creating a new appointment. I only conduct sessions via telehealth, so I need to change this every time I create an appointment.
Guest about 3 years ago in Telehealth Appointments 0 Future consideration

Delete staff members

Allow me to delete staff members from my TheraNest account instead of just archiving them.
Guest about 3 years ago in Practice Management & Administration 1 Future consideration

Archive new cancellation service types

Allow me to archive the new cancellation service types (Cancel, Late Cancel, and No Show). I've already created these service types for my practice and don't need the ones TheraNest provides.
Elizabeth Marnix 5 months ago in Practice Management & Administration 0 Future consideration