TheraNest Ideas Portal
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Choose credit card processor

Allow me to choose which credit card processor to use in my TheraNest account rather than just having one option.
Guest over 2 years ago in Billing & Payments 0 Future consideration

Report on missing client signatures

Allow me to run a report that will show which notes are missing the client's signature.
Guest over 3 years ago in Reporting 1 Future consideration

Allow clients to add themselves to prospective clients list

Have a way for new clients to fill out information and add themselves to the prospective clients list.
Guest over 2 years ago in Clients & Groups 2 Future consideration

Add page navigation to top of clients list

When viewing the list of clients, allow me to click to view the next page at the top of the list rather than having to scroll down to the bottom.
Guest over 4 years ago in Clients & Groups 2 Future consideration

View coinsurance on the Agenda

Allow me to view a client's coinsurance on the calendar and/or agenda.
Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

Make it optional to freeze the calendar header

Allow me the option to freeze the calendar header (filters, days of the week, etc.) because sometimes I may want to see more of my calendar.
Guest over 2 years ago in Calendar & Scheduling 2 Future consideration

Select which organization address is displayed on intake forms

We have a different billing address from our location address. Allow me to select whether the location address or send payments to address is listed on the intake form.
Guest over 2 years ago in Practice Management & Administration 2 Future consideration

Remove promotions from the login page

Remove the promotions and announcements from the TheraNest login page.
Guest over 2 years ago in Practice Management & Administration 2 Future consideration

Add individual progress note to group case

If I see a client as part of a group, but also see them individually, allow me to add their individual progress note to their group case. I don't need to create a separate case and want to keep all of their documentation together.
Guest about 3 years ago in Notes & Cases 2 Future consideration

Allow saved credit cards from contacts to show in TheraNest

If a contact from a client's contact network makes a payment on the client portal and saves the card for future use, then allow that credit card to be displayed and used in TheraNest.
Guest over 2 years ago in Client Portal Payments 3 Future consideration