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Brian G

← Customer Feedback for TheraNest

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7 results found

  1. Automatically set appointment duration based on service type (Calendar & Client Portal)

    225 votes

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    36 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Brian G supported this idea  · 

  2. Allow two-way syncing with external calendars (Google, Apple, etc.)

    361 votes

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    52 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Brian G supported this idea  · 

  3. Add Progress Notes from the Calendar

    232 votes

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    37 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Brian G supported this idea  · 

  4. Send invoices and superbills via secure message

    7 votes

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    2 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
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    Brian G commented  · 

    Yes, please! Unencrypted email is not a secure/proper way to send superbills. And saving and attaching each superbill manually to portal or encrypted email is tedious and can easily lead to accidentally sending to an unintended party.

    Brian G supported this idea  · 
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    Brian G commented  · 

    Unencrypted email is not a secure way of sending a superbill. It would be great if there was a button to send the superbill securely through the client portal (Ledger ---> Open Invoices ---> Actions ---> "Send Superbill via Client Portal" or something like this).

    To do so now, I have to download the superbill manually for each client, then send through my encrypted email provider or attach the file to the client portal. This is time consuming and also, only a matter of time until human error leads to sending a superbill to the wrong client. Ouch!

  5. Don't retroactively change diagnosis code if updated

    41 votes

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    8 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Brian G supported this idea  · 

  6. Remind me which clients want superbills

    14 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Brian G supported this idea  · 

  7. Add Client Portal to Clients section

    11 votes

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    0 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Brian G supported this idea  · 

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