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Create graph for closing disposition of the closed Cases report

Allow me to create a graph of the closing disposition from the Closed Cases report so I can see percentages for the reason why clients have left the practice without having to calculate this manually.
Guest over 1 year ago in Reporting 1 Future consideration

Recover recently deleted forms

Allow me to recover recently deleted client or case forms in cases where a staff member accidentally deleted a completed form by mistake.
Noah Marriott 6 months ago in Notes & Cases 0 Future consideration

Add additional payer/responsible party

Allow me to add an additional payer/responsible party to a client that may pay a percentage or a ratio of the client's services. This could be worker's comp or a minor with two parents who are splitting the cost of services.
Guest over 3 years ago in Billing & Payments 6 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 about 6 years ago in Billing & Payments 1 Future consideration

Allow supervisor information on invoice

We are having serious issues with the "staff provider" and "billing provider" option, to the extent of being accused of insurance fraud by insurance companies. We have an active training program in which clinicians-in-training (e.g., psychology in...
Guest over 9 years ago in Billing & Payments 1 Future consideration

Display progress note status when creating invoices

When I create an invoice for a client, allow me to see if the progress note has been completed so know if I can submit the claim.
Guest about 3 years ago in Billing & Payments 1 Future consideration

Display warning on client portal to not contact if emergency

Allow clinicians to display a warning to not use the client portal for clinically urgent matters and to call the office or the local crisis number if the client cannot wait for the next time they have an appointment.
Guest about 3 years ago in Client Account Management 5 Future consideration

Add reason to the No Show Appointments report

When running the No Show Appointments report, allow me to view the reason if one was entered, similar to the Canceled & Rescheduled Appointments report.
Guest about 3 years ago in Reporting 1 Future consideration

Contract with other treatment planners

Allow me to use a different treatment planner in TheraNest besides Wiley.
Guest about 2 years ago in Notes & Cases 1 Future consideration

Auto-populate service location to note and invoice

Please allow a way for service location to auto populate to match the DOS on the note AND invoice. The current workflow is causing a lot of rejections due to providers not remembering to update the location on notes.
Guest about 3 years ago in Notes & Cases 1 Future consideration