TheraNest Ideas Portal
ADD A NEW IDEA

All ideas

Showing 1766

Prompt portal users to enter insurance information

Allow me to alert clients that have just been invited to the client portal to enter their insurance information.
Guest almost 2 years ago in Client Portal Payments 2 Future consideration

Create drop-in group appointments

We have group appointments at our practice where clients can just drop in, so it may not be the same clients every week. Make an easier way to accomplish this in TheraNest rather than having to edit the group members every time.
Guest almost 3 years ago in Calendar & Scheduling 3 Future consideration

Add Administrative-type Note

Ability to add an administrative note not tied to a date of service without using a dynamic form.
Guest almost 4 years ago in Notes & Cases 2 Future consideration

Include a signature line on printed treatment plans

Many of my clients do not want to electronically sign their treatment plans and would prefer to print them. Please add a blank signature line to the print treatment plan page so clients can sign printed paper copies on their plans.
Guest over 6 years ago in Notes & Cases 2 Future consideration

Deposit payments received through TheraNest weekly

An option to have weekly deposits of payments to bank account instead of randomly when payments come in, to help manage transfers better.
Guest almost 6 years ago in Billing & Payments 1 Future consideration

Add date range to the CSV and PDF of the payroll reports

Include the transaction date range on the CSV and PFD of the Payroll Data Export and Payroll by Rendering Provider report.
Guest over 1 year ago in Reporting 0 Future consideration

Add appointment notes to Detailed Attendance report

Include any appointment notes on the Detailed Attendance report.
Guest almost 5 years ago in Reporting 0 Future consideration

Remove signatures from contact log notes

Create a permission that will allow a staff member to remove their signature from a contact log entry.
Guest over 1 year ago in Practice Management & Administration 2 Future consideration

Add date range to demographic snapshot report

Allow me to run the Demographic Snapshot report for a date range.
Guest almost 2 years ago in Reporting 0 Future consideration

Edit recurring event title

After creating a recurring event on the calendar, allow me to edit the title of the event/series after. Right now I can only edit a single occurrence, but not the name/title of the whole series.
Guest over 2 years ago in Calendar & Scheduling 1 Future consideration