Search
-
Alert for when a client has been closed for 7 years
-
Add standardized diagnostic screening tools
-
Calculate and track assessment scores
-
Integrate Quickbooks with Theranest (or other accounting software) · Completed
-
Create custom reports
-
View only data for archived clients
-
Create a way to merge duplicate clients
-
Assign supervisor per patient instead of staff member
-
Add deductible column to the export data report
-
Measure treatment success rate and track outcomes in a report
-
Process insurance single-use credit card payments · Completed
-
Track client's insurance history · Completed
-
Mark payouts as "paid" in the payroll data export
-
Send Appointment Reminder Response Notifications via Email/In App Alert · Completed
-
Track business expenses in TheraNest
-
Add a genogram builder function
-
Automatically change Place of Service to "Telehealth (02)" for telehealth appointments · Completed
-
Add columns for Client Balance and Insurance Balance to Client List · Completed
-
Client Portal Updates PLEASE · Completed
-
Display date rage on reports