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Josh Hartle

← Customer Feedback for TheraNest

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58 results found

  1. Display insured ID # in left sidebar when viewing client details

    8 votes

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    3 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Josh Hartle supported this idea  · 

  2. Add insured ID # as customized grid option for clients list

    14 votes

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    7 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Josh Hartle commented  · 

    It would be helpful to be able to search for a client by Insured/Member ID. I would imagine this could easily be added as a report or as an additional column under the client tab.

    Josh Hartle supported this idea  · 

  3. Report on number of clients seen per therapist

    67 votes

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    2 comments  ·  TheraNest App » Reporting  ·  Admin →
    Josh Hartle supported this idea  · 

  4. Add Client ID to all reports

    66 votes

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    22 comments  ·  TheraNest App » Reporting  ·  Admin →
    Josh Hartle supported this idea  · 

  5. Add or remove archived clients in reports

    68 votes

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    14 comments  ·  TheraNest App » Reporting  ·  Admin →
    Josh Hartle supported this idea  · 

  6. Measure treatment success rate and track outcomes in a report

    92 votes

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    22 comments  ·  TheraNest App » Reporting  ·  Admin →
    Josh Hartle supported this idea  · 

  7. Create custom reports

    243 votes

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    45 comments  ·  TheraNest App » Reporting  ·  Admin →
    Josh Hartle supported this idea  · 

  8. Report on missing, expiring, and unsigned treatment plans

    285 votes

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    74 comments  ·  TheraNest App » Reporting  ·  Admin →
    Josh Hartle supported this idea  · 

  9. Separate client amount due and insurance amount due when viewing ledger grid

    55 votes

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    3 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Josh Hartle supported this idea  · 

  10. Include Insurance company phone number on Insurance tab

    55 votes

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    2 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Josh Hartle supported this idea  · 

  11. Remove demographic fields in TheraNest & Client Portal

    92 votes

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    22 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Josh Hartle supported this idea  · 

  12. Designate clients as private pay

    94 votes

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    9 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Josh Hartle supported this idea  · 

  13. Create a way to merge duplicate clients

    110 votes

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    8 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Josh Hartle supported this idea  · 

  14. Ability to scan files directly into client's general or clinical documents

    119 votes

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    18 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Josh Hartle supported this idea  · 

  15. Add profile photos for clients and staff

    138 votes

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    22 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Josh Hartle supported this idea  · 

  16. Expand features for handling child/minor clients (notes, contacts, intake etc.)

    194 votes

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    28 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Josh Hartle supported this idea  · 

  17. Autosave client details

    223 votes

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    49 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Josh Hartle supported this idea  · 

  18. Send appointment reminders to multiple contacts

    374 votes

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    Under review  ·  55 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Josh Hartle supported this idea  · 

  19. Enter clients as a couple or family

    838 votes

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    119 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Josh Hartle supported this idea  · 

  20. Automatically create and send invoices

    72 votes

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    12 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Josh Hartle supported this idea  · 
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