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Steve Carter

← Customer Feedback for TheraNest

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19 results found

  1. Display applied filters on calendar and agenda

    1 vote

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    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Steve Carter commented  · 

    The various filters for Calendar & Agenda should display what the current filters are (after selecting and saving the current filter setting). In other words, once you have selected those filters and are only displaying the filtered results, there should be some visible indication of what those filters in use are.

    Steve Carter supported this idea  · 

  2. Don't email clients when appointment is changed to telehealth

    1 vote

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    0 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →

  3. Notify me if system is down

    6 votes

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    0 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →

  4. Organize dynamic forms & intake forms into folders

    34 votes

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    8 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Steve Carter supported this idea  · 

  5. Display service type description in Payroll by Rendering Provider report

    4 votes

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    2 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Steve Carter commented  · 

    Payroll report only lists the CPT code, not the description. Any appointment without a CPT code shows no description, so no info as to what it was without digging deeper.

    Steve Carter supported this idea  · 

  6. Add non-CPT service types to non-client events

    25 votes

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    4 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Steve Carter supported this idea  · 

  7. Display date rage on reports

    33 votes

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    12 comments  ·  TheraNest App » Reporting  ·  Admin →
    Steve Carter supported this idea  · 

  8. Include Merchant Fee Info in the Payroll Report

    2 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
    Steve Carter supported this idea  · 

  9. Separate permission for archiving clients

    27 votes

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    13 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Steve Carter commented  · 

    Please allow permissions for Archiving clients to be turned on or off from the Staff Permissions!

    Steve Carter supported this idea  · 

  10. Show unapplied payments when accepting payment

    11 votes

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    5 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Steve Carter commented  · 

    When creating an Invoice, Unapplied Payments should be displayed. Instead, if you create an invoice, you if click Accept Payment, it goes to create a payment without showing that there are unapplied payments, potentially overcharging the client. Instead, you have to click Ledger to show the unapplied payments.

    Steve Carter supported this idea  · 

  11. Therapy resource library

    45 votes

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    6 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Steve Carter supported this idea  · 

  12. Decline supervisee notes

    179 votes

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    47 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Steve Carter supported this idea  · 

  13. Include session start and end times on progress notes

    187 votes

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    34 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Steve Carter supported this idea  · 

  14. Create progress note template library (PIE, DAP, SOAP, PHQ-9 etc.)

    195 votes

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    52 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Steve Carter supported this idea  · 

  15. Implement an hourly or flat rate for staff payroll

    188 votes

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    47 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Steve Carter supported this idea  · 

  16. Formatting options for dynamic forms

    631 votes

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    101 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Steve Carter supported this idea  · 

  17. Include signature line for custom forms

    100 votes

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    22 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Steve Carter supported this idea  · 

  18. Report on number of sessions

    138 votes

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    27 comments  ·  TheraNest App » Reporting  ·  Admin →
    Steve Carter supported this idea  · 

  19. Enter clients as a couple or family

    840 votes

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    119 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Steve Carter supported this idea  · 

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