Allow us to set up pay period dates so I can run the Payroll reports by those dates. Then I don't have to remember the dates off the top of my head or track them externally.
It would be great if there was a service that allowed us to request a translator when scheduling a Telehealth session if we're seeing a client who has a different primary language.
We need a way to be able to track voids and refunds - especially when voids end up processing as refunds (as happened to us recently). If they could show on the Credit Card Charges report, that would be great; if not, a separate stand-alone report...
Allow me to create the invoice after signing my progress note so I can complete both actions in one step rather than having to go into the client's ledger.
Guest
over 2 years ago
in Notes & Cases
2
Future consideration
Adding a line on the calendar would be helpful to display the actual time. Many times, as a receptionist, I pull up different pages on Theranest and go back to the calendar, taking a few seconds to search the page for the correct appointments sche...
Change "submit" to "request" when making appointments on the client portal
When a client schedules an appointment on the Client Portal, change the "Submit New Appointment" button to "Request New Appointment" to make it more clear the appointment is a request and needs to be confirmed by the provider.