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Susan Perry

← Customer Feedback for TheraNest

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8 results found

  1. Allow clients to upload files to the Client Portal

    206 votes

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    61 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    Susan Perry supported this idea  · 
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    Susan Perry commented  · 

    When a client sends copies of their insurance cards via the portal, have those pictures be directly uploaded into the client "general documents" so we don't have to download them to our pc, upload to theranest and then delete on pc.

  2. Allow clients to print statements from the client portal

    8 votes

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    2 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    Susan Perry supported this idea  · 

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

    32 votes

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    15 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    Susan Perry supported this idea  · 

  4. Allow for multiple intake dates

    38 votes

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    15 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Susan Perry supported this idea  · 

  5. Populate intake fields into initial assessment

    23 votes

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    7 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Susan Perry supported this idea  · 

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

    520 votes

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    29 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Susan Perry supported this idea  · 

  7. Formatting options for dynamic forms

    641 votes

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    101 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Susan Perry supported this idea  · 

  8. Customize how appointments are color-coded

    768 votes

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    Under review  ·  206 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Susan Perry supported this idea  · 

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