Lisa Lacen
My feedback
19 results found
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37 votes
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66 votes
An error occurred while saving the comment It would be great if daily billing reports had the option to remove Client Name for confidentiality purposes. Please add client name to be a removable filter. Allow for initials to show instead of full client name or client ID to show instead of client full name.
An error occurred while saving the comment Under reports, daily billing, can you please add an option for us to be able to remove client's name from the report? As it stands, client name is not under the customizable grid, and therefore, client's name is automatically attached to the report. It would be helpful if we have the option to generate and print a report and can select if we'd like client name or client ID to be populated for HIPAA compliance.
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19 votes
An error occurred while saving the comment Please allow all clients to be automatically listed on one page or allow "50/100 clients per page" filter to be saved for each time we log in.
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67 votes
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1 vote
An error occurred while saving the comment Please make the "total billed amount" a customizable option on the printed/saved PDF reports. Please allow customization for deselecting or not displaying the "total billed amount" on printed and saved PDF reports such as "daily billing" , "staff billing" , and "payroll".
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25 votes
An error occurred while saving the comment Yes. I second this!
An error occurred while saving the comment Please allow client name to be removed/deselected from Reports -PDF reports. It would be helpful to be able to print daily billing, staff billing, or payroll reports without client name, only using client ID or client initials. This would allow us to print or save HIPAA compliant Report PDFs.
An error occurred while saving the comment Under the "reports" tab -> "billing" tab -> "daily billing" feature, can you consider adding "client name" to the customize grid? This would enable printing of the daily billing pdf to show the client ID vs client name, making it more confidential for printing.
Under this same tab, can you consider removing the fixed "Billed Amount" and adding it to the customize grid instead?
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1 vote
An error occurred while saving the comment Mental health providers will be required to register with Connie, Health Information Exchange, May of 2023. Please connect TheraNest to Connie to allow clinicians and medical professionals the opportunity to remain with Theranest and be compliant according to state law.
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630 votes
An error occurred while saving the comment It would also be helpful if there was an option to make drop down menus a required field as needed. As it stands, client's can skip the drop down menus when completing intake forms because there's no option for drop downs to be set as required.
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4 votes
An error occurred while saving the comment Please consider making an independent "Save/Esign" button. As it currently stands, the "Save/Esign" button is a drop down menu beside the "Save" button. Can you differentiate both, having them both be visible individual buttons?
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5 votes
An error occurred while saving the comment Please allow for customization of address that shows on invoices. I have a billing address listed with insurance and a physical practice location. The invoices auto-populates my billing address even though I'd like the physical practice location to show.
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38 votes
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188 votes
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262 votes
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136 votes
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229 votes
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359 votes
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4 votes
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180 votes
An error occurred while saving the comment Can you add a feature allowing client's to upload documents to the intake forms? For example, a feature that allows them to upload their insurance card, photo ID, or relevant mental health records as they complete the intake forms.
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8 votes
An error occurred while saving the comment The client info tab currently on shows "date of birth" "age" "primary insurance" "client id" only. Can you please add "client insurance number" to show here?
Enable all sessions for the day to display under "Agenda" without need to click "View more appointments"