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Heather Vail

← Customer Feedback for TheraNest

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10 results found

  1. Allow multiple client signatures on clinical notes and intake forms

    272 votes

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    64 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Heather Vail supported this idea  · 

  2. Charge saved payment method without entering CVV

    12 votes

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    10 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Heather Vail commented  · 

    Allow clients to add their CVV when adding a new credit card

    An error occurred while saving the comment
    Heather Vail commented  · 

    Allow clients to add their CVV when adding a new credit card

    Heather Vail supported this idea  · 

  3. Enter clients as a couple or family

    838 votes

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    119 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Heather Vail supported this idea  · 

  4. 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 →
    An error occurred while saving the comment
    Heather Vail commented  · 

    Allow me to send paperwork to 2 different emails while only using one account so couples can have one account but each one fill out paperwork

    Heather Vail supported this idea  · 
    An error occurred while saving the comment
    Heather Vail commented  · 

    Allow the same email to be used for different clients

  5. Add time filter to the calendar

    2 votes

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    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Heather Vail supported this idea  · 

  6. Only allow client portal account creation through invitation

    47 votes

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    16 comments  ·  TheraNest Client Portal » Client Account Management  ·  Admin →
    An error occurred while saving the comment
    Heather Vail commented  · 

    Don't allow people who are not already in the theranest system to schedule.

    Heather Vail supported this idea  · 

  7. Set which staff member a client can schedule an appointment with on the portal

    9 votes

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    3 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Admin →
    An error occurred while saving the comment
    Heather Vail commented  · 

    Allow clients to only see therapists schedules that they are assigned to rather than everyone.

    Heather Vail supported this idea  · 

  8. Carryover address from details tab to bill to & insurance tab

    4 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Heather Vail supported this idea  · 

  9. Add additional payer/responsible party

    6 votes

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    6 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Heather Vail commented  · 

    Create a tab for a responsible party. This would allow the ledger to show what a client owes, what a responsible/3rd party owes and what insurance owes all separately.

    Heather Vail supported this idea  · 

  10. View staff availability/unavailability for more than a day

    66 votes

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    30 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →

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