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Laura Birch

← Customer Feedback for TheraNest

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72 results found

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

    31 votes

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    15 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →
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    Laura Birch commented  · 

    Allow clients to save their card for us to charge rather than them having to complete a new form or make a manual payment with a therapist every time a card needs to be updated.

    Laura Birch supported this idea  · 

  2. Only allow client portal account creation through invitation

    47 votes

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    16 comments  ·  TheraNest Client Portal » Client Account Management  ·  Admin →
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    Laura Birch commented  · 

    Have the ability to opt-out of people creating their own client files - it generally results in them having no assigned staff and then being overlooked. We want to control it.

    Laura Birch supported this idea  · 

  3. Set default place of service per insurance payer

    5 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Laura Birch supported this idea  · 

  4. View place of service in batch invoicing

    9 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Laura Birch supported this idea  · 

  5. Link place of service codes to service types

    46 votes

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    11 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Laura Birch supported this idea  · 

  6. Set a default place of service per client

    40 votes

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    5 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Laura Birch supported this idea  · 

  7. Add place of service to detailed attendance report

    13 votes

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    4 comments  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 

  8. Report on pending portal forms

    4 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 

  9. Report on un-collected co-pays

    3 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 

  10. Add reason to the No Show Appointments report

    5 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 

  11. Report on missing client signatures

    6 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 

  12. Report on intake form status for clients

    18 votes

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    7 comments  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 

  13. Include therapist on Client Intake report

    9 votes

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    3 comments  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 

  14. Report on billing transactions per client

    8 votes

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    2 comments  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 

  15. Report on clients with insurance

    7 votes

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    3 comments  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 

  16. Add a paid column to the detailed attendance report

    8 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 

  17. Add payers to the detailed attendance report

    17 votes

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    8 comments  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 

  18. Report on client ledgers

    22 votes

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    4 comments  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 

  19. Add insurance payer to Payment Methods report

    18 votes

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    3 comments  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 

  20. Remove client name from billing reports

    25 votes

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    14 comments  ·  TheraNest App » Reporting  ·  Admin →
    Laura Birch supported this idea  · 
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