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TheraNest App

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1557 results found

  1. Show which notes have been submitted to a supervisor

    When viewing the Agenda, show me which notes have been submitted to my supervisor.

    1 vote

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  2. Add transportation company to client's details

    Add transportation company and phone number to the client's details. We need to know this for children who have not been picked up. We also need to know this for adults under guardianship.

    1 vote

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  3. Add progress note DOS in activity log when addendum added

    When a provider adds an addendum to a progress note, include the date of service of the progress note so I can know which progress note I need to review.

    2 votes

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  4. Allow org admins to set a staff's calendar preferences

    The director should be able to set calendar preferences for staff. It would be much quicker for one person to be able to set this up than training and waiting for each staff member to do this on their own.

    1 vote

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  5. Add verified date to client's insurer

    When adding or editing insurance to a client and specifying who the client's insurance was last verified by, allow me to also note the date it was last verified.

    1 vote

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  6. Create groups for staff members

    Allow me to create groups for staff members so that I can quickly filter to that group on the calendar to send a practice chat message to a specific group.

    2 votes

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  7. View date on calendar in week view on mobile device

    When viewing the calendar in week view on a mobile device, allow me to see the date under each day without having to rotate my device.

    2 votes

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  8. Allow admins to receive all authorization reminders

    As an admin, allow me to receive all authorization reminders without having to assign myself to each client.

    2 votes

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  9. Add special characters to progress note addendums

    Allow me to add special characters to addendums in progress notes.

    1 vote

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  10. Move/remove help widget

    Allow me to move or remove the help widget because sometimes its placement interferes with my workflow.

    3 votes

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  11. Adjust filter results in Manual Insurance Payments without losing data

    When working in Manual Insurance Payments, if I've started to enter write-offs and payments but realize I may have missed a service date in the payment, allow me to adjust the date filter without losing all the data I've entered.

    1 vote

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  12. Show paid amount under paid/processed claim tab after posting via Manual Insurance Payments

    After I've posted a payment manually using the Manual Insurance Payment feature, include adjustment details and payment amount in the Paid/Processed tab under claims.

    1 vote

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  13. Link invoice to payment link/portal

    When sending a one-time payment link, allow the client to view the invoice that's associated.
    Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.

    1 vote

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  14. Report on payments per payer

    Allow me to run a report that will display all the payments made by a payer in a set time frame.

    3 votes

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    3 comments  ·  Reporting  ·  Admin →
  15. Add zero dollar payments on manual insurance payments

    When working in Manual Insurance Payments, allow me to apply zero-dollar payments.

    4 votes

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  16. 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.

    1 vote

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  17. Show tasks on the calendar

    If I create a task with a due date, allow me to view that task on the calendar.

    3 votes

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  18. 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.

    2 votes

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  19. Show on Payment Methods report if the payment was made on the Client Portal

    When running the Payment Methods report, allow me to see if the payment was made on the Client Portal.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  20. Add payment note to receipt

    When I apply a payment to a client's ledger, have the payment note show on the receipt.

    1 vote

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