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Display announcement to all clients on portal

Allow me to send an announcement or reminder to all clients that they will easily see when they login to the portal.
Guest almost 3 years ago in Messaging 2 Future consideration

Create multi-select dropdown form element that only displays selected responses

Allow me to insert a multi-select dropdown form element where a client can select more than one response, but only their selected responses are displayed on the form.
Toni Aswegan 7 months ago in Notes & Cases 0 Future consideration

Export Dynamic Form data to Excel

Allow me to export completed dynamic form data to excel so we can aggregate certain information for research purposes.
Guest almost 3 years ago in Dynamic Forms / Reporting 1 Future consideration

Create all the day's invoices from the Agenda

Allow me a quick way to create all the invoices from today's appointments from the Agenda.
Guest over 1 year ago in Calendar & Scheduling 1 Future consideration

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.
Guest about 6 years ago in Messaging & Notifications 1 Future consideration

Indicate if no credit card is on file

When accepting payment and selecting Credit/Debit Card, indicate if there is no credit card on file. We've had therapists accidentally select this thinking they are charging the client's credit card and then we have a discrepancy with the credit c...
Guest almost 3 years ago in Billing & Payments 1 Future consideration

Automatically generate client ID

Have TheraNest automatically generate the Client IDs so I don't have to remember to do this for each client.
Guest about 6 years ago in Clients & Groups 2 Future consideration

Allow me to share my screen using Safari

Allow me to use the screen sharing feature for telehealth appointments when using Safari as my browser.
Guest over 4 years ago in Conducting Telehealth Sessions 1 Future consideration

Clear or Hide Batch Payment Errors

When processing Batch Payments, add the ability to clear or hide batch payment errors that have been previously addressed to accurately display the remaining errors.
Guest 7 months ago in Billing & Payments 0 Future consideration

Organize groups

Our practice sees a lot of different groups. It would be helpful if we could organize them, categorize them, or provide some type of label so we can filter the group list to only see a subset.
Guest 7 months ago in Clients & Groups 1 Future consideration