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Katia Callan

← Customer Feedback for TheraNest

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13 results found

  1. Default client's intake date field to date of completed initial assessment

    27 votes

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    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Katia Callan supported this idea  · 

  2. Decline supervisee notes

    183 votes

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    49 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Katia Callan supported this idea  · 

  3. Change CPT code in ledger

    88 votes

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    8 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katia Callan supported this idea  · 

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

    139 votes

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    17 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katia Callan supported this idea  · 

  5. Partial refunds of credit card transactions

    274 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katia Callan supported this idea  · 

  6. Refund or negative payment options

    247 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katia Callan supported this idea  · 

  7. Allow supervisees to sign notes before Supervisors

    64 votes

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    19 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    An error occurred while saving the comment
    Katia Callan commented  · 

    This needs to be addressed immediately. By not having a signature on the note and not having an alert occur when the note is approved TheraNest is making us out of compliance with documentation requirements.

    Katia Callan supported this idea  · 

  8. Formatting options for dynamic forms

    641 votes

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    101 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Katia Callan supported this idea  · 

  9. Mark claims "paid" on the client Ledger

    189 votes

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    22 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katia Callan supported this idea  · 
    An error occurred while saving the comment
    Katia Callan commented  · 

    This continues to be a HUGE hassle. As someone else suggested there has to be a way for this to autogenerate since ALL of the information is linked within the invoice (as reflected by the ERA information provided at the bottom of the invoice) once payment is applied.

  10. Payroll reports by billed sessions (not by payout)

    45 votes

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    9 comments  ·  TheraNest App » Reporting  ·  Admin →
    An error occurred while saving the comment
    Katia Callan commented  · 

    This would be a huge help! :)

    Katia Callan supported this idea  · 

  11. Report on number of sessions

    139 votes

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    28 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katia Callan supported this idea  · 

  12. Include pre-defined list of interventions for progress notes

    520 votes

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    29 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Katia Callan supported this idea  · 

  13. Automatically apply ERA check number to payment number on invoice

    83 votes

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    9 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katia Callan supported this idea  · 

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