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Add ability to mark a client as deceased
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treatment plans should link w/ notes based on dates
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Adjust filter results in Manual Insurance Payments without losing data
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Customer Success Program
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Add information clarifying what data to enter for client portal sign up · Completed
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Improve CSV export of Daily Billing report · Completed
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Credit card on file report · Completed
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Allow multiple signatures on addendums
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Transmit data over NC HealthConnex · Completed
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Run data export by provider
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Have private description of Service Types
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Export Dynamic Form data to Excel
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uniform 'billable rate' on all invoices and then show our 'written off' amount.
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See client's DOB from Bill To & Insurance page · Existing functionality
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Batch loading invoices into ledger
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Add easy reference insurance items to client details sidebar · Completed
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Suggestions · Need more specifics
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Add date range to the CSV and PDF of the payroll reports
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Customized scheduling · Existing functionality
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Pay for a service to transfer my data from one TheraNest account to another