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Laura Goldstein

← Customer Feedback for TheraNest

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28 results found

  1. Filter manage clients list in client portal settings

    2 votes

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    1 comment  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Laura Goldstein commented  · 

    It would be helpful if one of the ways to organize clients in the clients list was by who has or has not created their client portal yet. Like if someone has a pending invitation. Even better would be if we could sort by who has pending paperwork!

    Laura Goldstein supported this idea  · 

  2. Print paid invoices and superbills from the client portal

    60 votes

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    26 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
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    Laura Goldstein commented  · 

    yes! i echo all of these concerns! We told clients they could access it themselves and now have to go back and communicate differently. this was a big miss on theranest's part

  3. Send mass email or text alert to clients without client portal subscription

    118 votes

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    15 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Laura Goldstein supported this idea  · 

  4. Provide automatic alerts for missing progress notes

    132 votes

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    4 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Laura Goldstein supported this idea  · 

  5. Have a Pop Up Remind of positive Balance

    24 votes

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    5 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Laura Goldstein supported this idea  · 

  6. Send reminder to clients if intake documents have not been completed

    98 votes

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    20 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
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    Laura Goldstein commented  · 

    YES! This would be SO helpful

    Laura Goldstein supported this idea  · 

  7. Include a log of all reminders (email, phone, text)

    63 votes

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    7 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Laura Goldstein supported this idea  · 

  8. Expand features for handling child/minor clients (notes, contacts, intake etc.)

    194 votes

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    28 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Laura Goldstein supported this idea  · 

  9. Statement for Family Group

    10 votes

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    3 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Laura Goldstein supported this idea  · 

  10. Allow clients to print statements from the client portal

    8 votes

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    2 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    Laura Goldstein supported this idea  · 

  11. Don't retroactively change diagnosis code if updated

    38 votes

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    6 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Laura Goldstein supported this idea  · 

  12. Display supervisor and supervisee on superbills

    13 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Laura Goldstein supported this idea  · 

  13. Apply signature to superbills

    20 votes

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    9 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Laura Goldstein supported this idea  · 

  14. Enable monthly superbill generation

    72 votes

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    23 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Laura Goldstein supported this idea  · 

  15. Detailed (superbill) receipts

    9 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Laura Goldstein supported this idea  · 

  16. Remind me which clients want superbills

    14 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Laura Goldstein supported this idea  · 

  17. Schedule recurring/automatic payments

    196 votes

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    52 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Laura Goldstein supported this idea  · 

  18. Automated birthday message to clients

    22 votes

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    1 comment  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Laura Goldstein supported this idea  · 

  19. Allow clients to upload files to the Client Portal

    180 votes

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    55 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    Laura Goldstein supported this idea  · 

  20. Create new report for declined credit card charges

    25 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    Laura Goldstein supported this idea  · 
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