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Abbie Mortimer

← Customer Feedback for TheraNest

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5 results found

  1. Display client credit on clients list

    60 votes

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    23 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Abbie Mortimer supported this idea  · 
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    Abbie Mortimer commented  · 

    Seeing the client credits on the client tab not just the clients with negative balances. Right now you need to go into a client's ledger for each client to see who has a credit. It would be helpful to see both clients' balances and credits at a glance rather than just balances.

  2. Remove demographic fields in TheraNest & Client Portal

    93 votes

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    22 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Abbie Mortimer commented  · 

    Would like to take items out or add items into demographic intake page that comes up automatically. Thanks!

    Abbie Mortimer supported this idea  · 

  3. Remove client name from billing reports

    25 votes

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    14 comments  ·  TheraNest App » Reporting  ·  Admin →
    Abbie Mortimer supported this idea  · 
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    Abbie Mortimer commented  · 

    a way to generate a report on TheraNest that shows my income over a given time period without including the names of my clients

  4. Customize how appointments are color-coded

    768 votes

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    Under review  ·  206 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Abbie Mortimer commented  · 

    Different types of sessions in different colors

    Abbie Mortimer supported this idea  · 

  5. Distinguish between billed and paid appointments when viewing the calendar

    17 votes

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    8 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Abbie Mortimer commented  · 

    Once a session has been billed, change the appointment to a different color on the calendar.

    Abbie Mortimer supported this idea  · 

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