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Jami Genson

← Customer Feedback for TheraNest

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8 results found

  1. Set a default place of service per client

    40 votes

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    5 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Jami Genson commented  · 

    Can you please have field to enter the billing place of service for each client, rather than for the whole organization, this way it appears on the in the notes and on the invoice accurately automatically (without having to change it in the notes). This will make billing much faster.

    Jami Genson supported this idea  · 

  2. Client birthday reminders

    175 votes

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    26 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
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    Jami Genson commented  · 

    This would be so helpful!

    Jami Genson supported this idea  · 

  3. Select Place of Service when Creating Appointment

    18 votes

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    8 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jami Genson supported this idea  · 
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    Jami Genson commented  · 

    I agree and think this would be helpful.

  4. Customize options in payment methods drop-down

    74 votes

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    20 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Jami Genson supported this idea  · 
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    Jami Genson commented  · 

    For Payment Type, it would be helpful to have an option like "custom" an then you can create your own payment type that would be available to select every time. You currently have credit card, check, etc. I would like to also have: Zelle, Venmo business, PayPal business, etc.

    An error occurred while saving the comment
    Jami Genson commented  · 

    For Payment Type, it would be helpful to have an option like "custom" an then you can create your own payment type that would be available to select every time. You currently have credit card, check, etc. I would like to also have: Zelle, Venmo business, PayPal business, etc.

  5. Remove demographic fields in TheraNest & Client Portal

    92 votes

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    22 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Jami Genson commented  · 

    I would like a way to eliminate some of the demographic info requested when sending the invite to the client portal. I don't feel comfortable asking families for their Social Security Number (something I do not need) or their toddler's sexual orientation.

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    Jami Genson commented  · 

    When I send an invitation to the client portal, my client is asked to fill out their social security number, sexual orientation, gender, etc. I know they can leave those items blank, but I would prefer them not to be on the form at all. Can you make it so we can remove those items please?

    Jami Genson supported this idea  · 

  6. Select which calendars users can view

    1 vote

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    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Jami Genson commented  · 

    I just added my first staff member and see that she can set her settings to be able to view my schedule. She can't see what my appointments are; she can only see that it says "BUSY" for the times I am booked. I don't want my staff to be able to see my schedule at all, even if it doesn't say what I'm doing. That should be something we can set in the permissions. I also would rather the staff all not see each other's schedules. I hire independent contractors so my practice doesn't function as a unit.
    Please let me know if this is something that can be controlled in permissions. I hope I don't have to wait a long time for this change. It's important to me and seems like a simple fix. Thank you

    Jami Genson supported this idea  · 

  7. Email payment receipts

    37 votes

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    5 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Jami Genson shared this idea  · 

  8. Automatically set appointment duration based on service type (Calendar & Client Portal)

    225 votes

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    36 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Jami Genson commented  · 

    Right now the default appointment length is 60 minutes, but most of my sessions are 30 minutes. It would be helpful to be able to set the default appointment length to whatever increment you want. Thank you.

    Jami Genson supported this idea  · 

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