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Kasia

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12 results found

  1. Specify who gets notified of completed intake forms

    29 votes

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    7 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
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    Kasia commented  · 

    Have 1 email that is dedicated to notify admin that client submitted paperwork as opposed to emailing each individual staff assigned to client and have the same email address connected to their login username. There should be an email you can insert as "admin" so its the office getting notification of paperwork, not therapist that needs to then notify the admin that paperwork was completed by client

    Kasia supported this idea  · 

  2. Allow multiple client signatures on intake forms

    274 votes

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    64 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Kasia supported this idea  · 
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    Kasia commented  · 

    Allow 2 signatures on the intake forms so both parent and a minor older than 12yrs old can sign the consent forms

  3. Allow multiple client signatures on clinical notes

    274 votes

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    64 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    An error occurred while saving the comment
    Kasia commented  · 

    Allow 2 signatures on the intake forms so both parent and a minor older than 12yrs old can sign the consent forms

  4. Fill out an intake form more than once

    7 votes

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    0 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Kasia supported this idea  · 

  5. Add alert when required fields are not completed in client intake forms

    18 votes

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    3 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Kasia supported this idea  · 

  6. Have fields on intake forms copy to fields in TheraNest

    63 votes

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    15 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Kasia supported this idea  · 

  7. Notify clients to update credit cards

    6 votes

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    2 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    Kasia supported this idea  · 

  8. Allow saved credit cards from contacts to show in TheraNest

    5 votes

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    3 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    Kasia supported this idea  · 

  9. Notify clients of new and past due invoices

    30 votes

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    9 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    Kasia supported this idea  · 

  10. Add credit card information in the portal that populates in TheraNest

    32 votes

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    15 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    Kasia supported this idea  · 

  11. Print paid invoices and superbills from the client portal

    61 votes

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    27 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    Kasia supported this idea  · 

  12. Select which individuals in contact network get intake forms (Family Accounts)

    53 votes

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    28 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Kasia supported this idea  · 

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