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Showing 2012 of 2012

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 almost 6 years ago in Clients & Groups 3 Future consideration

7 VOTE

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

6 VOTE

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

6 VOTE

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

17 VOTE

Add ASAM assessment tool

For those of use who deal with chemical dependency, it would be extremely helpful if there was an ASAM assessment tool we could use.

Guest over 7 years ago in Notes & Cases 2 Future consideration

4 VOTE

View date of last treatment plan when viewing clients list

When viewing My Clients or All Clients, allow me to add a customized grid option to view the date of their last treatment plan.

Guest almost 2 years ago in Clients & Groups 1 Future consideration

8 VOTE

Report on billing transactions per client

Allow me to run a report that will display all the billing transactions per client.

Guest over 3 years ago in Reporting 2 Future consideration

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 about 9 years ago in Clients & Groups 0 Future consideration

7 VOTE

Show planned interventions from last note on appointment block

When viewing a client's appointment on the calendar, allow me to see the Planned Interventions or Plan information that was entered on the last progress note.

Guest about 3 years ago in Calendar & Scheduling 2 Future consideration

2 VOTE

Client Relationship Management tool

Add CRM features, like marketing and automations, and pipelines to track prospective client leads.

Guest 11 months ago in Practice Management & Administration 1 Future consideration

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