When a client fills out an intake form on the client portal, the "save & next" button looks disabled even though they can click it to navigate to the next form.
Guest
about 1 year ago
in Intake Forms
0
Future consideration
It would be very beneficial to us if Theranest could support the UB-04 claim form format, as we are licensed as an outpatient d/a facility, and must file on an institutional claim form for some of our payers.
When a new client is added in TheraNest it's recorded in the activity log, but I can't search for that action. Allow me to search for new clients added so I can quickly filter the list of activities.
Allow copying and pasting text from secure messages
Allow me to copy and paste information that is sent or received from a secure message. Sometimes we have standard messages that we send clients and it would be easier to copy and paste from an old message.
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
almost 3 years ago
in Reporting
3
Future consideration