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Show write-offs on invoices and superbills

If I apply a write-off, have it displayed on the client's invoice.
Guest almost 4 years ago in Billing & Payments 0 Future consideration

Transfer invoice line items to another invoice

Allow me to transfer services, unapplied payments, payments, and credits from one invoice to another, or from one client's ledger to another client.
Guest over 5 years ago in Billing & Payments 4 Future consideration

Email alert for practice chat messages

Allow me to receive an email alert when someone sends me a message over the practice chat in case I'm not logged into TheraNest.
Guest over 4 years ago in Messaging & Notifications 2 Already exists

Ability to duplicate filled out dynamic forms

Allow me to duplicate dynamic forms that have already been filled out.
Guest about 9 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

Create a report that contains the names of the clients, Therapist and the date they were last archived.

Currently you can get a list of archived clients. It would be great if you could have a report that contained the archived clients and the last date they were archvied. This type of report would help with the apporpriate retention of records.
Guest over 4 years ago in Reporting 1 Future consideration

Include therapist on Client Intake report

When running the Client Intake report, show the therapist(s) assigned to the case.
Guest over 4 years ago in Reporting 3 Future consideration

Add conditional logic to Dynamic Forms to show/hide elements

Allow me to add conditional logic to show/hide form elements based on a client's response to a previous question.
Guest 12 months ago in Clients & Groups / Dynamic Forms 1 Future consideration

Set portal self-scheduling availability per client

Allow me to set when certain clients can self-schedule on the client portal. For example, I may want one set of clients to only be able to schedule on certain days (e.g., MWF) or certain times of the month (e.g, first and third weeks of the month).
Guest over 3 years ago in Appointments & Scheduling 3 Future consideration

Portal reschedule/cancellation options per provider

My organization has turned off the client permission to reschedule/cancel sessions in TheraNest, but as a provider I would like the option to opt-in.
Guest 6 months ago in Appointments & Scheduling 0 Future consideration

Display claim status for billed services on Agenda

On the Agenda, allow me to view if a claim was created for that service and the status of the claim.
Guest almost 5 years ago in Calendar & Scheduling 5 Future consideration