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Payroll Report by Assigned Staff

Is it possible to have the Payroll Report have an option to show by Assigned Staff? A lot of the insurance companies are rejecting claims for non-licensed therapists when we are putting the supervisor under the Referrer on the claim. We have had ...
Guest over 4 years ago in Reporting 3 Future consideration

Indicate if appointment is a makeup session

Allow me to indicate if an appointment is a makeup session to help us know that clients are making up for canceled or missed appointments.
Guest over 1 year ago in Calendar & Scheduling 1 Future consideration

Separate supervisory review setting for progress notes and treatment plans

Have the "Notes require supervisory review" setting be separated into treatment plans and progress notes. As a supervisor, I only need to review treatment plans, not progress notes.
Guest over 4 years ago in Practice Management & Administration 4 Future consideration

Remove signature option for clients on progress notes

Allow me to remove the option to allow clients to sign progress notes. We don't want clients signing their notes and we don't want our therapists to accidentally select this option.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Default clients page to my clients

When clicking the "clients" page, have it default to "my clients" vs "all clients".
Guest over 3 years ago in Clients & Groups 1 Future consideration

Create cancellation status for holidays

Allow me to update an appointment and mark it as canceled due to a holiday to distinguish this type of cancellation from a client cancellation.
Guest over 2 years ago in Calendar & Scheduling 2 Future consideration

Client appointment sign in

Allow clients to sign in for their appointments.
Guest about 4 years ago in Calendar & Scheduling 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 8 months ago in Practice Management & Administration 0 Future consideration

Add contact to prospective clients list

Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Add client notes to client list

Allow me to customize the client list grid so I can include the client notes from the client details page.
Guest over 4 years ago in Clients & Groups 1 Future consideration