When I'm viewing the calendar or agenda, have TheraNest remember the filters I used so that if I navigate somewhere else and come back I don't have to reapply those filters again.
Is there a way to make it so that when you click the back button to go back to the calendar, that it brings back up the same date you were working on?
Thanks you.
Make the option to not display "non-client events" on the agenda a permanently saved setting instead of having to click the box each time you return to the agenda.
It would be super cool if I could go to missing progress notes report, complete a note, and then have it return to the missing progress notes report so I can tick the next one off my list. :)
When using missing progress reports, please allow a new window to pop up when entering notes so that after the note is signed, you do not have to go back and run the report every single note.
is there a way to keep the "previously" refunds hidden. some of my account have a lot of refunds and they take up a lot of space on the invoice tab and its difficult to see if the client has any credit waiting to be applied because all the previously refunded payment are showing also. I know you can click the "Hide" button. but they just show up next time I return to that account/tab.
It takes a lot of mousing and clicks to go through someone's appts to find the one(2) you want to modify--and go to then a specific appt-- and then have to reset date filters again when you are back on Cl's appt list. so annoying. Fix?
Currently there is a box on the Agenda that you can check to show or not show non-client events. I would like to have the ability to set the way that box is checked as a default option. (i.e. in calendar settings, let me chose the default way it displays, then I don't have to un-click the box every time).
Offer a preference to select a different default setting for the date range of list of Missing Progress Notes under the Reports tab. The current default setting is 30 days, and this default setting must be modified every time the list of Missing Progress Notes is accessed.
There are three different places on a Statement to customize in order to have the desired information included: "Exclude from Statement", "Customize Grid", and what client information to include after Generate Statement and Print is selected. NONE OF THE PREFERENCES ARE SAVED and have to be re-selected for every client every time and even if I go back to a client to change something. There's no way for the owner of the practice to review/approve the invoices and then e-mail them because all of the preferences are gone!
Please help!
Would be great to allow providers to easily toggle between the agenda and invoice creation screens. Currently when you click "add invoice" from the agenda listing you are not able to go back to the (filtered) agenda list and keep working the list. Its annoying to have to keep re-filtering the list each time you finish an agenda to the view you are working from.
When defining date parameters for a report search, the date constantly reverts back to current date when toggling between search results. Is there a way to stabilize or maintain the date search parameters?
