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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

Indicate if client wants to receive voicemails

Under a client's contact information, allow me to indicate if a client wants to receive voicemails so if I call them I can reference this information without having to remember.
Guest almost 3 years ago in Clients & Groups 3 Future consideration

Add character counter to text reminder template

When customizing my organization's text reminder, show how many characters I've used so that I know how many segments it will be.
Guest over 1 year ago in Practice Management & Administration 0 Future consideration

Spanish Knowledge Base

To have client focused training materials available in the "Knowledge Base" in Spanish.
Guest about 4 years ago in Practice Management & Administration 0 Future consideration

Allow clients to pay against balance rather than service lines

Allow my clients to make a payment that goes toward their entire balance rather than having them make a payment against a specific service line.
Guest almost 2 years ago in Client Portal Payments 1 Future consideration