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AdminBritney Star (Admin, theranest)

← Customer Feedback for TheraNest

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11 results found

  1. Formatting options for dynamic forms

    641 votes

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    101 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    AdminBritney Star (Admin, theranest) supported this idea  · 

  2. Edit date added in prospective clients list

    7 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
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    AdminBritney Star (Admin, theranest) commented  · 

    Allow the date added field in the Prospective Client List to be edited

  3. Automatically delete appointments for archived clients

    44 votes

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    3 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    AdminBritney Star (Admin, theranest) commented  · 

    I want to easily be able to see archived clients that have upcoming appointments on their account so that we can easily delete those appointments.

  4. Centralized contact log

    134 votes

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    33 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    AdminBritney Star (Admin, theranest) commented  · 

    We want to easily see billing notes in the ledger in a centralized place

  5. Display invoice number on the credit card charges report

    1 vote

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
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    AdminBritney Star (Admin, theranest) commented  · 

    I do not have Quickbooks Online so I have to reconcile manually. Please add Invoice number to Credit Card Charges Report - I need to run the Daily Billing report so I can enter my invoices into Quickbooks and then I need to match it up with the payments/fees from the Credit Card Charges Report but that is impossible because you do not offer Invoice # on that report

  6. Filter calendar by room and display room availability

    197 votes

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    59 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    AdminBritney Star (Admin, theranest) commented  · 

    We envision a chart showing all the rooms (we have 17 therapy rooms at this location) with color blocks showing which rooms are booked for what time(s)

  7. Save secure message attachments to client's clinical documents

    10 votes

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    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    AdminBritney Star (Admin, theranest) commented  · 

    Attachments/Forms added to the contact Log and/or a way to upload forms filled out by the client (not intake forms) safely to the clinical docs.

  8. Print paid invoices and superbills from the client portal

    61 votes

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    27 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
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    AdminBritney Star (Admin, theranest) commented  · 

    posting on behalf of a client who reached out to Support on this:
    "please move a request along to be able to view past invoices. That is a pretty basic and important feature to be lacking"

  9. Client-level activity log

    3 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    AdminBritney Star (Admin, theranest) shared this idea  · 

  10. Download batch payment errors

    4 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    AdminBritney Star (Admin, theranest) shared this idea  · 

  11. Report on all emails sent to clients

    8 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
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    AdminBritney Star (Admin, theranest) commented  · 

    As a User it would be incredibly handy to have a dashboard showing email notifications/reminders/invites sent out to the clients for providers to access in regard to confirmation that it was delivered, date/time, to whom, and how many times it was opened.

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