Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

Kate Pearson

← Customer Feedback for TheraNest

My feedback

2 results found

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

    137 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    17 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Kate Pearson commented  · 

    This would be the best thing ever! It’s my biggest complaint of theranest

    Kate Pearson supported this idea  · 

  2. Autosave client details

    223 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    49 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    An error occurred while saving the comment
    Kate Pearson commented  · 

    When you make updates to a page and move to a different page, if you don't push save, you lose all of your work. There are multiple reasons to flip back and forth between pages within a client's account when updating insurance information, details, notes, etc and it is easy to forget to save each time you are flipping back and forth.

    Please include a feature that prompts you when leaving a page that changes have been made and need to be saved. All of our therapists and admin staff are frustrated with the amount of lost information that happens. Thank you

    Kate Pearson supported this idea  · 
    An error occurred while saving the comment
    Kate Pearson commented  · 

    This is absolutely a must for us! We have lost so much information - both on the note taking side and billing side. As we are switching between group /progress notes or tabs within the client's details to update information, if you don't save your work, when you return back to the page you realize you've lost all of your hard work! A prompt that tells you that you made changes that haven't been saved would be a life saver.

Feedback and Knowledge Base

(thinking…)