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236 VOTE

Allow clients to upload files to the Client Portal

Allow clients the ability to upload files into the Client Portal, such as copies of insurance cards. It would be great if the files they uploaded displayed in the client's General Documents section in TheraNest.
Guest about 6 years ago in Client & Billing Details 62 Planned

Add or edit modifiers on invoice

Allow me to enter modifiers when creating an invoice. For example, if two services occur on the same day that can be billed on the same day I have to add modifier 59, but I can't add that to the service code library as it is unethical to include...
Guest about 6 years ago in Billing & Payments 32 Planned

Send client appointment notifications in location time zone

If I have client notification settings enabled for creating an appointment, rescheduling an appointment, etc. then send those emails using the location time zone.
Guest over 1 year ago in Messaging & Notifications 0 Planned