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Jessica Smith

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10 results found

  1. View when invoices, superbills, and statements were sent from client ledger

    34 votes

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    17 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Jessica Smith supported this idea  · 

  2. Store default invoice footnote

    28 votes

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    9 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Jessica Smith commented  · 

    Invoices sent to client should reflect a due date

    Jessica Smith supported this idea  · 

  3. Send forms to multiple clients

    41 votes

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    11 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Jessica Smith commented  · 

    Need ability to send an existing or newly created form or intake form to all / multiple clients. Visiting each clients profile to send a form is a bad user experience

    Jessica Smith supported this idea  · 

  4. Include signature line for custom forms

    100 votes

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    22 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Jessica Smith supported this idea  · 

  5. Bill with contracted rates per payer and service with automatic write-offs

    103 votes

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    21 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Jessica Smith supported this idea  · 

  6. Formatting options for dynamic forms

    630 votes

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    101 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Jessica Smith commented  · 

    Need to be able to adjust the font of labels in dynamic forms. When creating a custom form for a note, the labels are a smaller text, and cannot be bolded than the answers. Would look much nicer if font properties could be adjusted for the label and the response.

    Jessica Smith supported this idea  · 

  7. Allow clients to upload files to the Client Portal

    180 votes

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    55 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
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    Jessica Smith commented  · 

    During intake, need to be able to request a photo (front / back) of insurance card and ID

    Jessica Smith supported this idea  · 

  8. Customize default message when sharing forms

    17 votes

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    3 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Jessica Smith commented  · 

    When sending intake forms to clients, would like to be able to save off a custom template that saves the changes I typically make to the message. More broadly, an ability to customize any notification made to the client would be ideal

    Jessica Smith supported this idea  · 

  9. Show line breaks in custom forms

    6 votes

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    0 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Jessica Smith supported this idea  · 

  10. Select which goals appear on progress notes

    163 votes

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    31 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Jessica Smith supported this idea  · 

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