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← Customer Feedback for TheraNest
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  1. Display client's first name and last initial when receiving text response notifications

  2. Add information clarifying what data to enter for client portal sign up  ·  Completed

  3. Pay for a service to transfer my data from one TheraNest account to another

  4. Populate intake fields into initial assessment

  5. Add default permission for after hours override

  6. Improve CSV export of Daily Billing report  ·  Completed

  7. Add conditional logic to Dynamic Forms to show/hide elements

  8. Enhance Reports  ·  Closed

  9. Connect to NC HealthConnex

  10. Integrate Quickbooks with Theranest (or other accounting software)  ·  Completed

  11. Create custom reports

  12. demographics analysis by location

  13. Credit card on file report  ·  Completed

  14. Display staff who created appointment

  15. Allow therapists to set self-scheduling preferences

  16. Add date range to the CSV and PDF of the payroll reports

  17. code for accident or employment related claims (CMS 1500, box 10)  ·  Completed

  18. Report on fields from intake fields

  19. Populate co-insurance and deductible info in the invoice

  20. Merge duplicate clients

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