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Edit date added in prospective clients list

When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.
Guest over 3 years ago in Clients & Groups 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

Add ethnicity field to client details

When filling out a client's details, allow me to add their ethnicity as well as their race.
Guest over 3 years ago in Clients & Groups 3 Future consideration

Support digital pens for clinical documentation

Allow me to write my clinical documentation using a digital pen/stylus (e.g., iPad pen).
Guest over 3 years ago in Notes & Cases 3 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

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

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 about 5 years ago in Calendar & Scheduling 5 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

Show write-offs on invoices and superbills

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