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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 over 6 years ago in Clients & Groups 2 Future consideration

Customize the progress note header

Allow me to customize what information displays on the progress note header.
Dolores Crosby 7 months ago in Notes & Cases 0 Future consideration

Show paid amount under paid/processed claim tab after posting via Manual Insurance Payments

After I've posted a payment manually using the Manual Insurance Payment feature, include adjustment details and payment amount in the Paid/Processed tab under claims.
Allison zBouie about 1 year ago in Billing & Payments 0 Future consideration

Don't send new appointment email for previous service dates

If I have the Client Portal notification setting turned on to notify clients of newly created appointments, don't send the notification if the appointment date is prior to the current date. Sometimes we add past appointments to the calendar and it...
Jen Morrill 7 months ago in Appointments & Scheduling 0 Future consideration

Add date range to the CSV and PDF of the payroll reports

Include the transaction date range on the CSV and PFD of the Payroll Data Export and Payroll by Rendering Provider report.
Guest almost 2 years ago in Reporting 0 Future consideration

Remove signatures from contact log notes

Create a permission that will allow a staff member to remove their signature from a contact log entry.
Guest almost 2 years ago in Practice Management & Administration 2 Future consideration

All for multiple supervisor signatures on clinical documents

If I have more than one supervisor, allow them both to co-sign my clinical documents.
Guest almost 2 years ago in Notes & Cases 1 Future consideration

Instructions for intake forms

Allow me to create instructions for our intake forms that the client sees when they fill out the form on the portal.
Lara Davis 7 months ago in Intake Forms 0 Future consideration

Only show available forum types when client's self-schedule

If I've only set my availability as Telehealth don't show the "In-person" option when clients request appointments on the Client Portal.
Lara Davis 7 months ago in Appointments & Scheduling 0 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 almost 5 years ago in Conducting Telehealth Sessions 1 Future consideration