Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

All ideas

Showing 1823

20 VOTE

Make it possible to filter clients by insurance type and within that by age, gender, etc.

For a lot of our programs we have to run reports on different demographics and there seems to be no easy way to do it. It would be great if we could have different programs and be able to run stats/demographic info in the individual programs. I kn...

Guest over 9 years ago in Clients & Groups 0 Future consideration

12 VOTE

Display transaction details for payments throughout client Ledger

The client statement has a column for the transaction description that includes details about the payment number and the type of payment that was received. After charging a credit card, I have no way to go back and know which card was charged when...

Christina Edrington over 5 years ago in Billing & Payments 3 Future consideration

13 VOTE

Label contact info in client details

I work w/ a lot of kids and it'd be helpful to be able to clarify in the contact info, which numbers are the kids', which numbers are their parents', etc.

Guest about 6 years ago in Clients & Groups 3 Future consideration

7 VOTE

Display announcement to all clients on portal

Allow me to send an announcement or reminder to all clients that they will easily see when they login to the portal.

Guest over 3 years ago in Messaging 2 Future consideration

3 VOTE

Allow admins to receive all authorization reminders

As an admin, allow me to receive all authorization reminders without having to assign myself to each client.

Guest over 1 year ago in Billing & Payments 1 Future consideration

10 VOTE

Void & Refund Reporting

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...

Guest over 4 years ago in Billing & Payments 2 Future consideration

6 VOTE

Co-sign contact log entries

As a supervisor, allow me to co-sign contact log entries.

Guest almost 3 years ago in Notes & Cases 2 Future consideration

6 VOTE

Send appointment reminders in other languages

Have the client receive the appointment reminder in the language that's identified in their client details.

Guest almost 3 years ago in Messaging & Notifications 1 Future consideration

8 VOTE

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 almost 4 years ago in Notes & Cases 3 Future consideration

10 VOTE

Show actual time on calendar with red line

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...

Guest over 4 years ago in Calendar & Scheduling 3 Future consideration

Please enter your email address

FILTER BY CATEGORY