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Valerie Culiner

← Customer Feedback for TheraNest

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38 results found

  1. Add ability to filter Agenda by unbilled appointments

    2 votes

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    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    An error occurred while saving the comment
    Valerie Culiner commented  · 

    By the end of the day, when there are ten providers in the office, it takes a while to scroll and click through all of the patients in the agenda to create an invoice for that day's appointment. It would be easier if I could click a button to remove all the billed patients, just like there is a button to remove non-client events.

    Valerie Culiner supported this idea  · 

  2. Email client when credit card charge is voided

    2 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Valerie Culiner supported this idea  · 

  3. Automatically send client superbill when credit card is charged

    57 votes

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    13 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Valerie Culiner supported this idea  · 

  4. View when credit cards were updated

    3 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Valerie Culiner supported this idea  · 

  5. Shared credit card for families

    47 votes

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    4 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Valerie Culiner supported this idea  · 

  6. Display client credit on Agenda

    37 votes

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    4 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Valerie Culiner supported this idea  · 

  7. Remove demographic fields in TheraNest & Client Portal

    93 votes

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    22 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Valerie Culiner supported this idea  · 

  8. Assign supervisor per patient instead of staff member

    91 votes

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    18 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Valerie Culiner supported this idea  · 

  9. Designate clients as private pay

    95 votes

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    9 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Valerie Culiner supported this idea  · 

  10. Merge duplicate clients

    110 votes

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    8 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Valerie Culiner supported this idea  · 

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

    197 votes

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    28 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Valerie Culiner supported this idea  · 

  12. Autosave portal forms

    16 votes

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    6 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    An error occurred while saving the comment
    Valerie Culiner commented  · 

    Yes, I have had SO MANY patients complain that they take an hour filling out a form of ours and go to hit save only to find they've been logged on.

    Valerie Culiner supported this idea  · 

  13. 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 →
    Valerie Culiner supported this idea  · 

  14. Accept payment when editing an invoice

    29 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Valerie Culiner supported this idea  · 

  15. Show unapplied payments when accepting payment

    11 votes

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    5 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Valerie Culiner supported this idea  · 

  16. Display client's pronouns in left sidebar

    2 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Valerie Culiner supported this idea  · 

  17. Filter agenda by balance due

    4 votes

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    0 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Valerie Culiner supported this idea  · 

  18. Color code agenda by therapist

    15 votes

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    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Valerie Culiner supported this idea  · 

  19. View or work in two areas of TheraNest at the same time

    22 votes

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    8 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Valerie Culiner supported this idea  · 

  20. More granular permission levels

    225 votes

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    61 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Valerie Culiner supported this idea  · 
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