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Allow only admins to view Retention Rate report

Allow only staff members with admin permissions the ability to view the Retention Rate report. We don't want all staff members to view the performance of other staff members.
Guest over 1 year ago in Reporting 0 Future consideration

Set default forum for appointments

Allow me to set whether the forum will default to Telehealth or In-Person when creating a new appointment. I only conduct sessions via telehealth, so I need to change this every time I create an appointment.
Guest almost 3 years ago in Telehealth Appointments 0 Future consideration

Report on demographics of clients served within a time period

Our organization receives grants and we have to provide detailed demographic reporting for the clients that we've serviced during a given time period (e.g., % of clients served within a specific city, % of clients that were low-income, etc.). Allo...
Guest over 1 year ago in Reporting 1 Future consideration

Set supervisor requirements per client

Allow me to select which clients need their notes to be reviewed or co-signed. Right now it's all or nothing.
Guest almost 3 years ago in Practice Management & Administration 1 Future consideration

Display name of progress note on document

If I've created a Dynamic Progress Note, have the name of the Dynamic Progress Note appear on the printed document (e.g., Psychotherapy Note, Group Counseling Session), rather than just "Progress Note".
Guest over 1 year ago in Notes & Cases 3 Future consideration

Do not auto-assign newly assigned staff to all open cases

When a new staff member is assigned to a client, do not automatically assign them to all open individual cases. There may be some cases where the newly assigned staff doesn't need access.
Sara McClure over 1 year ago in Notes & Cases 1 Future consideration

Manage all in-app and email notifications

Allow me to manage all email and in-app notifications in one place.
Guest about 4 years ago in Messaging & Notifications 5 Future consideration

Run Service Billing report by service date

Allow me to run the service billing report by service date, rather than invoice date, so I can see what I billed on each date.
Guest over 3 years ago in Reporting 2 Future consideration

Fill box 14 for Medicare claims

Allow me to edit the claim or have TheraNest pull over information so box 14 is filled out.
Guest almost 3 years ago in Billing & Payments 2 Future consideration

Hide form name on dynamic forms

Allow me to hide the form name when I create a Dynamic Form so it doesn't appear at the top of the page.
Guest over 2 years ago in Clients & Groups / Dynamic Forms 2 Future consideration