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Reschedule group appointments

Allow me to change the appointment status for a group appointment to "rescheduled" like I can with an individual appointment.
Guest almost 6 years ago in Calendar & Scheduling 1 Future consideration

Process payment and write off balance for multiple adjustment types

When processing an ERA, allow me to process the payment and write off the balance if there are multiple adjustment types.
Guest almost 2 years ago in Billing & Payments 0 Future consideration

Create refunds for non-credit card payments

Allow me to mark a cash, check, etc. payment as refunded in TheraNest rather than just applying a credit to a client's ledger.
Guest almost 2 years ago in Billing & Payments 2 Future consideration

Add treatment plan review date to the client's details page

When viewing the client's details, allow me to see the date of when their treatment plan needs to be reviewed.
Guest almost 3 years ago in Clients & Groups 0 Future consideration

Add page numbers to intake forms

Show page numbers when viewing the PDF of an intake form.
Guest about 3 years ago in Clients & Groups 1 Future consideration

Ignore date range when running the closed cases report

Allow me to run a report that displays the closing disposition for all my closed cases. Right now I have to enter a date range and I want to see all cases without having to remember the date I need to enter.
Guest almost 2 years ago in Reporting 3 Future consideration

Report on staff caseloads

Allow me to run a report to view all active clients assigned to a staff member.
Guest over 5 years ago in Reporting 3 Future consideration

Make billing note box larger

It would be great if the Billing Notes box on the Bill To and Insurance info tab and the client's ledger would be as large as the text within it - instead of having to drag the box to make it large enough to see the contents
Guest about 6 years ago in Billing & Payments 3 Future consideration

Access all client text messages from top navigation

Allow me to see all text message communication from clients in one place that's easily accessed from the top navigation.
Guest about 1 year ago in Clients & Groups 1 Future consideration

Add client to a "kept" group appointment

Allow me to add a client to a group appointment after the appointment has already been changed to "Kept" so they can be included in the group note.
Sara McClure over 2 years ago in Notes & Cases 0 Future consideration