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Lynn Haberlein

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20 results found

  1. Edit service type on invoice

    2 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Lynn Haberlein supported this idea  · 

  2. Link place of service codes to service types

    46 votes

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    11 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Lynn Haberlein supported this idea  · 

  3. Edit appointment status after invoice creation

    22 votes

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    10 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    An error occurred while saving the comment
    Lynn Haberlein commented  · 

    This is quite important to add. Extremely tedious to have to delete invoice, change the appointment and recreate invoice. To many chances for errors, having to resend corrected invoices/superbills

    Lynn Haberlein supported this idea  · 

  4. Add credit card information in the portal that populates in TheraNest

    31 votes

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    15 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    Lynn Haberlein supported this idea  · 
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    Lynn Haberlein commented  · 

    Portal --Biling function when accounts are linked does not work properly. If a linked account (eg parents with multiple minor children are in treatment) needs their credit card updated, the update only applies to the PRIMARY account. This means that when the PRACTICE processes payments the updated Credit Card will not process in associated accounts. Only the account owner can process payments for the other family members. In our practice, we process payments. It is very helpful for the family to be able to update credit card information but doesn't held the practice... we still have to call clients to get their credit card information. This really needs to be fixed

  5. Inactivity warning on client portal

    6 votes

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    0 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Lynn Haberlein supported this idea  · 

  6. Autosave portal forms

    16 votes

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    6 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Lynn Haberlein supported this idea  · 

  7. Increase visibility of the Submit button for intake forms on the client portal

    18 votes

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    7 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Lynn Haberlein supported this idea  · 

  8. Add alert when required fields are not completed in client intake forms

    18 votes

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    3 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Lynn Haberlein supported this idea  · 

  9. 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 →
    Lynn Haberlein supported this idea  · 

  10. Have fields on intake forms copy to fields in TheraNest

    63 votes

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    15 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Lynn Haberlein supported this idea  · 

  11. Send reminder to clients if intake documents have not been completed

    98 votes

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    20 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Lynn Haberlein supported this idea  · 

  12. Track staff license expiration

    10 votes

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    4 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    An error occurred while saving the comment
    Lynn Haberlein commented  · 

    Please add the date that a license expires and add 90 days notification of pending expiration to the Staffing Details tab.

    Lynn Haberlein supported this idea  · 

  13. Edit/delete multiple appointments

    32 votes

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

  14. Report on intake form status for clients

    18 votes

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    7 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Lynn Haberlein commented  · 

    We need to be able to view on the client listing if intake forms have been completed. Now you have t open every case to make sure. It's more than knowing that the portal is active; it's needing to know that initial intake forms have been submitted including the date submitted.

    Lynn Haberlein supported this idea  · 

  15. Specify who gets notified of completed intake forms

    27 votes

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    6 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Lynn Haberlein supported this idea  · 

  16. Partial refunds of credit card transactions

    265 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Lynn Haberlein commented  · 

    100% agree. This is a necessary upgrade and common to most CC processing systems.

  17. 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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    Lynn Haberlein commented  · 

    Add ability to upload documents by client through their portal account.

    Lynn Haberlein supported this idea  · 

  18. Select staff when creating new invoices under batch invoicing

    3 votes

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    5 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Lynn Haberlein supported this idea  · 
    An error occurred while saving the comment
    Lynn Haberlein commented  · 

    You can currently select all or one provider when creating batch superbills-- it would be great to have the ability to select multiple providers.

    An error occurred while saving the comment
    Lynn Haberlein commented  · 

    Please add the ability to run Batch Statements by selected providers or groups of providers.

    Batch statements w/ superbill features enabled would be a much better way for our practice to send "superbill" information. I prefer my clinicians to create invoices one appt at a time as it eliminates many errors etc. But if we then send superbills through the batch feature, our clients get many individual Superbills. If Statements were to be updated to allow me to create by provider then I could shift to a statement batch -- my clients would be really happy

  19. Sort client list by assigned staff

    1 vote

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Lynn Haberlein commented  · 

    I realize you have updated sorting so that we can sort on multiple columns. However, I cannot sort by provider. Our practice has 18 clinicians -- yes I can enter each clincians' name but often I want to look at the list sorted by all of the clinicians.

    Lynn Haberlein supported this idea  · 

  20. Indicate if intake forms are missing

    14 votes

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    5 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    An error occurred while saving the comment
    Lynn Haberlein commented  · 

    It would be wonderful to have an icon that denotes that the clients intake forms have been completed -- would make it much easier to track if were readily viewable in the calendar. Or at least add the ability to have the email notification that forms are complete to go to two emails address -- clinician and an administrative user. But icon would be most useful!

    Lynn Haberlein supported this idea  · 

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