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Andrew Last

← Customer Feedback for TheraNest

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3 results found

  1. Archive intake forms

    31 votes

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    12 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Andrew Last commented  · 

    There needs to be an option to archive old intake forms that are no longer used

    Andrew Last supported this idea  · 

  2. Have the DBA be client-facing

    22 votes

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    12 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Andrew Last commented  · 

    DBA needs to be on login to theranest and client forms and documents and official organization name needs to show up on superbills and any official tax or insurance related forms. Currently the official corporation name will show up on the landing page for theranest for clients and therapist when the DBA should be forward facing for branding and name usage. This is confusing to clients because they only know our DBA. When they see the corporation name they are not sure they are with the right business.

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    Andrew Last commented  · 

    I appreciate that DBA has been added. However when you add the legal Organization name it shows up to the clients. I need the DBA to be client facing on the client portal and all forms but the legal organization name to show up on superbills and insurance forms. Please adjust this soon as it's very confusing to clients who only know my DBA.

    Andrew Last supported this idea  · 

  3. Automatically set appointment duration based on service type (Calendar & Client Portal)

    225 votes

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    36 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Andrew Last commented  · 

    Yes this is exactly what's needed!

    Andrew Last supported this idea  · 

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