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Contract with other treatment planners

Allow me to use a different treatment planner in TheraNest besides Wiley.
Guest almost 2 years ago in Notes & Cases 1 Future consideration

Allow archived client's to access client portal

Allow archived clients to access the client portal so they can continue to make payments or request new appointments if needed.
Guest over 6 years ago in Client Account Management 5 Future consideration

Create non-billable service types

Allow me to create non-billable service types that I can add to client appointments but are not added to the invoice when created.
Guest over 2 years ago in Practice Management & Administration 2 Future consideration

More in-app links to knowledge base articles

Provide more contextual help when using TheraNest such as links to knowledge base articles or training videos.
Guest over 1 year ago in Practice Management & Administration 1 Future consideration

Set billing provider per payer

Allow the billing provider for claims box 33 to be set per payer not just on the client level.
Guest over 3 years ago in Billing & Payments 1 Future consideration

Add payer to detailed client report

Add the client's payers to the Detailed Client report so I can break our clients down by insurance categories. The Export report has information that I don't need and I want to run the report within TheraNest.
Guest over 2 years ago in Reporting 3 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 almost 6 years ago in Notes & Cases 2 Future consideration

More options for recurring appointments

Allow me to select from more options when creating recurring appointments. For example, I may want to schedule an appointment on the first three Mondays of the month.
Guest over 1 year ago in Calendar & Scheduling 2 Future consideration

Display total hours on the calendar

Have my total hours displayed for the day and/or week on the calendar based on the session type (e.g., client appointments vs. non-client appointments).
Guest about 4 years ago in Calendar & Scheduling 1 Future consideration

Add count to service types to the Service Billing report

When running the Service Billing report, show me how many times that service type was billed out during the date range I selected.
Guest over 1 year ago in Reporting 1 Future consideration