ADD A NEW IDEA

All ideas

Showing 2013 of 2013
317 VOTE

Allow multiple client signatures on clinical notes

Allow me to add multiple client signatures to clinical notes. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.
Guest 10 months ago in Notes & Cases 64 Future consideration

Require Client to add Insurance Information when creating Client Portal Account

Add a setting to require clients to add Insurance Information when creating Client Portal account and a prompt to add Insurance information for those who have previously created Client Portal accounts.
Jacob Mergendoller about 2 months ago in Billing & Payments 0 Future consideration

Add General and Clinical Document actions to Activity Log

Add all user actions related to General and Clinical Documents to the Activity Log
Heather Scheffler 4 days ago in Practice Management & Administration 0 Future consideration

Add profile photos for clients

Allow me to upload a profile photo for a client.
Sarah Maiolo about 2 months ago in Practice Management & Administration 1 Future consideration

Add payment link to invoices & statements

Allow clients to pay directly from the sent invoice or statement without having to log into the Client Portal or be sent a separate one-time payment link.
Lisa Briggs 5 months ago in Billing & Payments 0 Future consideration

Add Location filter to Payroll by Rendering Provider Report

Add a new Location filter to the Payroll by Rendering Provider Report. which would enable payroll to be better managed and divided out per location for each provider.
Kimberly Tims 8 days ago in Practice Management & Administration / Reporting 0 Future consideration

Add client birthdays to the calendar

Allow me to see any client birthdays on my TheraNest calendar.
Jessica Little 6 months ago in Calendar & Scheduling 0 Future consideration

Require review date on treatment plans

Allow me to require a review date for treatment plans. Sometimes my providers forget to fill out this information.
Susan Townsley 21 days ago in Notes & Cases 0 Future consideration

Search by client ID in client search field

Allow me to search by client ID when using the client search in the top navigation menu.
Sarah Maiolo 10 days ago in Clients & Groups 0 Future consideration

Block scheduling for particular clients

Administrators should be able to prevent a client from being scheduled by a clinician. Overdue balances need to be paid before an appointment can be scheduled.
Guest about 2 months ago in Calendar & Scheduling 0 Future consideration