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 2042 of 2042

9 VOTE

Secure messaging to Groups

Allow me to send a secure message to a group by typing in the group name rather than having to type in each individual member.

Guest about 4 years ago in Messaging & Notifications 3 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 over 9 years ago in Clients & Groups 0 Future consideration

5 VOTE

Create invoice after signing the progress note

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

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

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

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

1 VOTE

Appointment status overrides service type validation

Sometimes we create a progress note for missed visits to document outreach. However, if there is a service type validation we can't save the progress note with the correct duration. If the appointment status is a canceled status, then ignore any s...

Daniel Lechleiter 6 months ago in Notes & Cases 0 Future consideration

1 VOTE

Show more than 15 staff members per page in the staff calendar view

Allow me to see more than 15 staff in the Staff calendar view. Right now I can only show up to 15 staff at one time.

Kayla Wilson 6 months ago in Calendar & Scheduling 0 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 almost 5 years ago in Calendar & Scheduling 3 Future consideration

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