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Zahira Melendez

← Customer Feedback for TheraNest

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8 results found

  1. Print paid invoices and superbills from the client portal

    60 votes

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    26 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Zahira Melendez commented  · 

    The client should be able to download the superbill from the Payment History page in the client portal. Currently, the client cannot print the superbill nor the invoice after paying an invoice. The same printing functionality available on the Make a Payment screen should be available from the Payment History page.

    Zahira Melendez supported this idea  · 

  2. Make top-level navigation items default to a page

    1 vote

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    0 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →

  3. Include calendar views under the main Schedule navigation

    6 votes

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

  4. Block client requested appointment time in calendar until confirmed/declined

    88 votes

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    33 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Admin →

  5. Add appointment status to the session units report

    4 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →

  6. Add service type to the session units report

    1 vote

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    An error occurred while saving the comment
    Zahira Melendez commented  · 

    Add columns to the Session Unit report or allow us to add columns to it. The data provided is too light to know if its useful. It is useful to know if these sessions were kept and the service type.

    Zahira Melendez supported this idea  · 

  7. Create non-billable service types

    4 votes

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    2 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    An error occurred while saving the comment
    Zahira Melendez commented  · 

    I have a service type for a free phone consultation. That service type should not charged and should NOT create an invoice. Allow for this type of service type to be created without an invoice.

    Zahira Melendez supported this idea  · 

  8. Options for Automated Reminders to Clients to Pay Invoices

    18 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →

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