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Robert O'Brien

← Customer Feedback for TheraNest

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6 results found

  1. Apply batch write-offs to remaining balances due across different client ledgers

    137 votes

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    17 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Robert O'Brien commented  · 

    click click click click is it any wonder why there are literally STACKS of write-offs piling up and my books are NEVER correct? PLEASE ADD

    Robert O'Brien supported this idea  · 

  2. Automatically copy address from client to insured

    30 votes

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    10 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Robert O'Brien commented  · 

    It's bad that if you are completing the insurance info for a client who is a RELATION of the subscriber, ALL of the fields clear themselves when you change subscriber from "self" to anything else (spouse, child, etc) when much of the info is the same as it is for the client (spouses live with spouses, children live with parents, etc.

  3. Add ability to create progress notes and view linked notes from client Appointments list

    100 votes

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    28 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Robert O'Brien commented  · 

    Add a column to the Appointments page that contains a link to the note related to the appointment, and some indication of whether or not it has been completed/signed. Not all of us do notes immediately after a session.

  4. Show appointment statuses in synced calendars

    44 votes

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    7 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Robert O'Brien supported this idea  · 

  5. Show payer from insurance ERA payments on payment details

    40 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Robert O'Brien supported this idea  · 

  6. Autosave client details

    223 votes

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    49 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Robert O'Brien commented  · 

    This would be grand- same way as the notes page auto-saves or "draft" saves. Any way to combine the votes here to the other similar request?

    Robert O'Brien supported this idea  · 

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