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Symptoms drop-down menu on Progress Notes

Symptoms drop-down menu on Progress Notes
Guest almost 6 years ago in Notes & Cases 2 Already exists

Report on un-invoiced appointments

Allow me to run a report that shows all appointments that haven't been invoiced. Right now I can only do this for each client individually, which is tedious.
Guest over 10 years ago in Reporting 4 Already exists

Remember calendar & agenda filters

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.
Guest over 5 years ago in Calendar & Scheduling 11 Already exists

Include total amount for processing fees in Credit Card Charges report

For tax purposes It would be nice to have a total for the amount of fees charged. This way at the end of the year, the total amount is there and we don't have to go back and manually calculate each fee. Just out a total credit card processing fee ...
Guest over 8 years ago in Reporting 5 Already exists

add mild, moderate, significant, regressed, no change to the progress note

I received agency status from private practice. My audit went well using Theranest but I will need to put the status of the client on each note. That was something that I had to show that I could do before passing me to the next phase. I can write...
Guest almost 8 years ago in Notes & Cases 0 Already exists

Alway the same email to be used on multiple Client portals

It would be extremely helpful to allow the same email address to be used on multiple client portals. This would eliminate a lot of issues we have been having. Thanks!
Guest 11 months ago in Clients & Groups 0 Already exists

Allow more than one client/family member to have access to the client portal

I have situations in which multiple family members (ie divorced parents where both parents have shared custody, parent and teen, etc) that need access to the client portal to be able to receive reminders, telehealth links, ability to pay, etc
Guest 4 months ago in Invitations 0 Already exists

Bulk Download Notes

Bulk download notes. Being able to download notes from one date to the other in bulk. Currently having to do individual and super time consuming.
Katelynn Rickard 4 months ago in Notes & Cases 0 Already exists

additional email

In a recent update, you took away the ability to add one email address to multiple clients. At my practice, this is a crucial function as one provider may see a parent and another provider, their child, but both are listed under the same email. Wi...
Gabrielle Cecere 4 months ago in Clients & Groups 0 Already exists

Clients

Issue: I work at a practice where I only see children. I have multiple families where I see sets of siblings. Theranest does not allow clinicians to use the same (parent) email for multiple children. It will not allow me to add a parent to the con...
Kayla Staples 4 months ago in Calendar & Scheduling 0 Already exists