Steven Clemons, Jr.
My feedback
10 results found
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1 vote
An error occurred while saving the comment An error occurred while saving the comment The ability for Monday cancellations to not be available in client portal after Friday at the appointment time similar to 24 hours during the regular week. A Wednesday at 5 appointment cannot be canceled in Theranest after 5 on Tuesday. We would like the same ability over the weekends for Monday: a Monday at 5 appointment cannot be canceled via the portal after 5 on Friday as this constitutes a late cancellation.
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9 votes
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265 votes
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12 votes
An error occurred while saving the comment If a client updates their card in their portal for future sessions, without making a payment, the CVV code is not collected. When the card is needed to be utilized at a future appointment, we have to call or message the client to get this code. Theranest needs to collect the CVV code when the client updates their payment method in the portal without making a payment.
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14 votes
An error occurred while saving the comment Adding a filter on the client list page to show insurance ID's. We had a larger employer group change insurance carriers this year where we became out of network. Trying to pull every client with this insurance to contact was challenging on our part since we can't see ID numbers on the client list page.
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55 votes
An error occurred while saving the comment Sometimes a client gets archived when there is a credit by mistake. There needs to be a way to generate a report to capture anyone in the client archive that has a credit for accounting purposes.
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180 votes
An error occurred while saving the comment Clients being able to add an image of insurance card directly to the portal. We require clients to email an image of their insurance card, front and back, that we upload to client documents. We would like for clients to be able to upload this directly to their facesheet via the portal.
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2 votes
An error occurred while saving the comment Some counselors in our practice that are only part-time and not as frequently looking at their emails or Theranest would like for appointment requests through the portal to just automatically approve and schedule on their own.
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7 votes
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88 votes
An error occurred while saving the comment The ability to sort by therapist / rendering provider on the aging report list. Without this feature, our group of 21 clinicians essentially can't use this VITAL report since everyone's clients are all mixed together.
We require 24 hour business cancellations. A Monday appointment needs to be canceled on Friday by the appointment time. Currently Theranest allows Monday appointment to be canceled on Saturday and Sunday. A Thursday appointment needs to be canceled by Wednesday. Monday appointments need to match this with the weekend not being accounted into the timeframe as they are not business days for our practice.