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Mark client messages as unread

After reading a client message allow me to mark it as "unread". I may not have time to respond right away and I want to make sure I don't forget.
Guest over 3 years ago in Messaging & Notifications 12 Future consideration

Collect contacts in the client portal

Allow me to collect information for a client's contact network (either through an intake form or the Client Portal) and have that populate in their Contact Network in the application.
Guest 6 months ago in Client Account Management 0 Future consideration

Show actual time on calendar with red line

Adding a line on the calendar would be helpful to display actual time. Many times as a receptionist I pull up different pages on Theranest and go back to the calendar taking a few seconds to search the page for the correct appointments scheduled a...
Guest about 4 years ago in Calendar & Scheduling 3 Future consideration

Alert staff when files are added to client Clinical Documents and Staff Documents

It would be helpful if staff could receive an alert whenever an administrator or another staff person adds a document to the client's clinical documents and when an administrator adds a document to the staff's document tab
Guest over 4 years ago in Messaging & Notifications 0 Future consideration

Update name fields on client portal to "Preferred"

Currently, when clients sign up for the portal, they are prompted to enter their first and last name. In order to make the portal (and therefore my clinical care) affirming of transgender clients, the portal should instead specifically ask for cli...
Guest about 4 years ago in Client & Billing Details 1 Future consideration

Allow pre-included interventions to be deleted

There are several interventions, such as "weight control/loss," that we don't use, but can't be deleted. They make it more difficult to find the interventions that we've added and use frequently.
Guest 6 months ago in Notes & Cases 0 Future consideration

Automate invoices based on start date

We just started the automated invoiceing, so far we like it, but we would really like to set a start date. So we started doing our billing in house on April 1st, We would like to set it as that, so if I delete an invoice from a ledger, it doesn't ...
Guest 6 months ago in Billing & Payments 0 Future consideration

Rearrange tabs on client page

When navigating to a client, allow me to rearrange the tabs that appear at the top of the screen (i.e., Details, General Documents, Reminders Log, etc.).
Guest over 4 years ago in Clients & Groups 3 Future consideration

lines between the day of the week darker

I schedule multiple doctors on each day. It is very hard to see the line between the days of the week. I would like to see a dark line seperating the days of the week. The days look like they run together.
Guest over 4 years ago in Calendar & Scheduling 1 Future consideration

Add Medicaid ID field to client's insurance

When adding a payer for a client create a new field to enter the Medicaid ID or Medicare MBI number as this is a different number outside of the Plan ID or Group ID.
Guest about 2 years ago in Billing & Payments 1 Future consideration