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Michele Reyes

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45 results found

  1. Report on set payment amount

    6 votes

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    2 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Michele Reyes commented  · 

    To have a report showing the "Set Payment Amount" to have a better picture for Client management purposes.

  2. Report on billing transactions per client

    8 votes

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    2 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Michele Reyes commented  · 

    it would be great to be able to export Appointment and Payment History on a CSV file.

  3. Add or remove archived clients in reports

    68 votes

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    14 comments  ·  TheraNest App » Reporting  ·  Admin →
    Michele Reyes supported this idea  · 
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    Michele Reyes commented  · 

    I'm trying to run a demographics report as we are a nonprofit and I need to report the figures to our funders. Unfortunately, the current demographics snapshots do not account for archived clients. When we try to export the data, certain components are missing including sexual orientation, gender identity, etc.

  4. Add confirmed status for appointments

    77 votes

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    22 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Michele Reyes shared this idea  · 

  5. Report on clients without an upcoming appointment

    7 votes

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    4 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Michele Reyes commented  · 

    add last scheduled appointment in export data file

    Michele Reyes supported this idea  · 
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    Michele Reyes commented  · 

    report that tells us clients that haven't had an appointment in 60 days or during a custom range

  6. Implement client survey tool to capture feedback

    40 votes

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    14 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Michele Reyes commented  · 

    adding a reputation management system to our EHR to allow for seamless review solicitations

  7. Customize Grid option to ledger

    9 votes

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    3 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Michele Reyes supported this idea  · 

  8. Two factor authentication at login

    111 votes

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    Started  ·  39 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Michele Reyes commented  · 

    Hi, how are we able to set up multifactor authentication for our account?

  9. View staff availability/unavailability for more than a day

    66 votes

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    30 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Michele Reyes commented  · 

    It would be great if the calendar preferences shown on the staff calendar view also reflected in the week, day and month view

  10. Client notes, assessments, documents available through the portal

    29 votes

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    7 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
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    Michele Reyes commented  · 

    Cures act for prescribing physicians, is Theranest going to do something about it so the notes can be shared with the clients automatically?

  11. Customize default message when sharing forms

    17 votes

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    3 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Michele Reyes supported this idea  · 

  12. Remove demographic fields in TheraNest & Client Portal

    92 votes

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    22 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Michele Reyes commented  · 

    To be able to edit the displayed options under Demographics in the Client Portal

  13. Alert me when a duplicate client is created

    9 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Michele Reyes shared this idea  · 

  14. Notification for double-booking

    8 votes

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    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Michele Reyes supported this idea  · 

  15. Subscribe therapists to either individual or group telehealth

    47 votes

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    19 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Michele Reyes supported this idea  · 

  16. Allow for multiple intake dates

    38 votes

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    15 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Michele Reyes supported this idea  · 

  17. Include diagnosis codes in reports

    34 votes

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    13 comments  ·  TheraNest App » Reporting  ·  Admin →
    Michele Reyes supported this idea  · 

  18. Apex login credentials

    4 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Michele Reyes shared this idea  · 

  19. Statements not showing Invoice or Statement numbers

    2 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Michele Reyes shared this idea  · 

  20. In Progress Invoices to have their own tab

    5 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Michele Reyes shared this idea  · 
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