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1. Allow staff without billing permissions to view and collect copays

   118 votes

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   21 comments  ·  TheraNest App » Practice Management & Administration  ·  Delete…  ·  Admin →
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   Dawn Johnson commented  ·  Jul 10, 2018  ·  Delete…

   Allow counselors to see copay amount in the calendar without giving them access to billing. Our counselors collect copays and they need to see this information.
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   Dawn Johnson supported this idea  ·  Jul 10, 2018

2. More granular permission levels

   225 votes

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   61 comments  ·  TheraNest App » Practice Management & Administration  ·  Delete…  ·  Admin →
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   Dawn Johnson commented  ·  Apr 25, 2016  ·  Delete…

   We have multiple staff that enters basic data for new clients/intake. I can't allow them to enter any basic insurance/copay data without having access to ledger/company billed/paid amounts. However, we want therapists to collect copay and see copay amounts in their calendar. Currently moving over clients from one software to TheraNest (at aprox 250 clients to date).

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   Dawn Johnson supported this idea  ·  Apr 25, 2016