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Create an appointment reminders schedule per client

Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.
Guest almost 2 years ago in Clients & Groups 3 Future consideration

Allow clients to reply to portal message from unassigned staff

As an administrator, I sent a message to several clients but they were unable to reply because I was not assigned to the clients in TheraNest.
Guest over 3 years ago in Messaging 0 Future consideration

Increase date range when searching claims

Increase the default date range to more than 3 months when searching for claims in a claim tab.
Guest over 5 years ago in Billing & Payments 4 Future consideration

Mark treatment plans as complete

Allow me to mark a treatment plan as complete so all the current goals get updated to "complete" and aren't pulled into the next treatment plan or progress notes.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Sync all staff calendars to Google calendar

Allow me to sync all my staff's calendars to my Google calendar so I can see all appointments from my Google calendar without having to open TheraNest.
Guest over 3 years ago in Calendar & Scheduling 4 Future consideration

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