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Allow org admins to set a staff's calendar preferences

The director should be able to set calendar preferences for staff. It would be much quicker for one person to be able to set this up than training and waiting for each staff member to do this on their own.
Guest about 1 year ago in Calendar & Scheduling 0 Future consideration

View coinsurance on the Agenda

Allow me to view a client's coinsurance on the calendar and/or agenda.
Guest almost 3 years ago in Calendar & Scheduling 1 Future consideration

Make it optional to freeze the calendar header

Allow me the option to freeze the calendar header (filters, days of the week, etc.) because sometimes I may want to see more of my calendar.
Guest almost 3 years ago in Calendar & Scheduling 2 Future consideration

Select which organization address is displayed on intake forms

We have a different billing address from our location address. Allow me to select whether the location address or send payments to address is listed on the intake form.
Guest almost 3 years ago in Practice Management & Administration 2 Future consideration

Allow saved credit cards from contacts to show in TheraNest

If a contact from a client's contact network makes a payment on the client portal and saves the card for future use, then allow that credit card to be displayed and used in TheraNest.
Guest almost 3 years ago in Client Portal Payments 3 Future consideration

Client-level activity log

Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Archive new cancellation service types

Allow me to archive the new cancellation service types (Cancel, Late Cancel, and No Show). I've already created these service types for my practice and don't need the ones TheraNest provides.
Elizabeth Marnix 7 months ago in Practice Management & Administration 0 Future consideration

Reminder for when clinic forms need to be updated

Allow me to set a reminder for when a patient's intake or HIPAA forms need to be updated. There are some forms that we need to have clients sign yearly.
Guest about 4 years ago in Notes & Cases 3 Future consideration

Detailed activity log when staff accesses a case

As an admin, allow me to see which staff member accessed a case and the specific information they accessed (a progress note, diagnosis codes, etc.).
Guest 7 months ago in Practice Management & Administration 0 Future consideration

Save information entered in the chat request

When I click the icon to start a chat, I am asked to fill in several fields including a description of my issue. If no one is available to chat, then I get a message back indicating that & everything I typed on the previous screen is gone. Ple...
Andrea Mills 7 months ago in Messaging & Notifications 0 Future consideration