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← Customer Feedback for TheraNest
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  1. Add an Progress & Response to Treatment section to notes template  ·  completed

  2. Send Appointment Reminder Response Notifications via Email/In App Alert  ·  completed

  3. Integrate Quickbooks with Theranest (or other accounting software)  ·  completed

  4. Create custom reports

  5. Improve usability and customization of Client Statements  ·  completed

  6. Create a way to merge duplicate clients

  7. Allow percentages in addition to dollar amounts for copay column

  8. Ability to create custom treatment planning menu

  9. Add a genogram builder function

  10. Display date rage on reports

  11. View only data for archived clients

  12. Populate intake fields into initial assessment

  13. Add deductible column to the export data report

  14. Add additional payer/responsible party

  15. Mark payouts as "paid" in the payroll data export

  16. Add report that will pull information filled in from dynamic forms

  17. Allow therapists to set self-scheduling preferences

  18. use icon instead of popup to alert support responses

  19. demographics analysis by location

  20. Display client's first name and last initial when receiving text response notifications

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