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Lisa Heimann

← Customer Feedback for TheraNest

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26 results found

  1. Add client to group from appointment

    4 votes

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    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Lisa Heimann supported this idea  · 

  2. Add spellcheck

    51 votes

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    9 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    An error occurred while saving the comment
    Lisa Heimann commented  · 

    often when I write notes, it looks like everything is spelled correctly but when I review them later, I find several errors. Please make spell check work more quickly and efficiently

    An error occurred while saving the comment
    Lisa Heimann commented  · 

    My clients have complained that spell check is not an option

    Lisa Heimann supported this idea  · 

  3. Allow group notes to be entered for all clients at one time

    151 votes

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    16 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Lisa Heimann supported this idea  · 

  4. Custom appointment reminders per client

    109 votes

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    17 comments  ·  TheraNest App » Clients & Groups  ·  Admin →

  5. One-time payment link for entire balance

    27 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Lisa Heimann supported this idea  · 

  6. Add ability to send one time payment link for multiple invoices

    21 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Lisa Heimann supported this idea  · 

  7. Separate appointment reminder preferences

    18 votes

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    5 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    An error occurred while saving the comment
    Lisa Heimann commented  · 

    I would like to send email reminders of appointments some clients but be able to turn that function off for others

    Lisa Heimann supported this idea  · 

  8. Prompt me to change the service type when canceling an appointment

    24 votes

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    8 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    An error occurred while saving the comment
    Lisa Heimann commented  · 

    when an appointment is cancelled, it should immediately change the service code or an option to change the code should pop us

    Lisa Heimann supported this idea  · 

  9. View multiple progress notes

    17 votes

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    3 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Lisa Heimann supported this idea  · 

  10. Allow saved credit cards from contacts to show in TheraNest

    5 votes

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    3 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Lisa Heimann commented  · 

    allow therapists to run credit cards for people in contact network who have saved credit card info

    Lisa Heimann supported this idea  · 

  11. Show if payment was portal payment on client's ledger

    3 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Lisa Heimann supported this idea  · 

  12. Include pre-defined list of interventions for progress notes

    508 votes

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    29 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Lisa Heimann supported this idea  · 

  13. Detailed (superbill) receipts

    9 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Lisa Heimann supported this idea  · 

  14. Enable monthly superbill generation

    72 votes

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    23 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Lisa Heimann supported this idea  · 

  15. Allow clients to print statements from the client portal

    8 votes

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    2 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Lisa Heimann commented  · 

    my clients would like to be able to run and download superbills at anytime, whether they have been paid in full or not.

  16. Apply signature to superbills

    20 votes

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    9 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Lisa Heimann supported this idea  · 

  17. Automatically send client superbill when credit card is charged

    55 votes

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    13 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Lisa Heimann supported this idea  · 

  18. Customize Superbill template

    27 votes

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    3 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Lisa Heimann supported this idea  · 

  19. Remind me which clients want superbills

    14 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Lisa Heimann supported this idea  · 

  20. Edit/delete multiple appointments

    32 votes

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    7 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Lisa Heimann supported this idea  · 
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