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72 results found

1. Prevent a client from being double booked

   25 votes

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   5 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Laura Birch supported this idea  ·  January 24, 2023

2. Display client's preferred name throughout TheraNest

   27 votes

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   9 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Laura Birch supported this idea  ·  January 24, 2023

3. View when invoices, superbills, and statements were sent from client ledger

   34 votes

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   17 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Laura Birch supported this idea  ·  January 24, 2023

4. Send forms to multiple clients

   41 votes

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   11 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Laura Birch supported this idea  ·  January 24, 2023

5. Separate client amount due and insurance amount due when viewing ledger grid

   55 votes

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   3 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Laura Birch supported this idea  ·  January 24, 2023

6. Add custom fields to client details page

   68 votes

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   9 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Laura Birch supported this idea  ·  January 24, 2023

7. Designate clients as private pay

   94 votes

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   9 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Laura Birch supported this idea  ·  January 24, 2023

8. Merge duplicate clients

   110 votes

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   8 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Laura Birch supported this idea  ·  January 24, 2023

9. Custom appointment reminders per client

   109 votes

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   17 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Laura Birch supported this idea  ·  January 24, 2023

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

    194 votes

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    28 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
    Laura Birch supported this idea  ·  January 24, 2023

11. Enter clients as a couple or family

    839 votes

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    119 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
    Laura Birch supported this idea  ·  January 24, 2023

12. "Applied to Deductible"

    10 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
    Laura Birch supported this idea  ·  January 24, 2023

13. Allow clients to pre-pay for sessions on the client portal

    11 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
    Laura Birch supported this idea  ·  January 24, 2023

14. Add Reason Code for Claim Denial due to Insurance

    10 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
    Laura Birch supported this idea  ·  January 24, 2023

15. View client's statement history

    17 votes

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    8 comments  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
    Laura Birch supported this idea  ·  January 24, 2023

16. Filter fully paid and in progress claims out of batch processing

    16 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
    Laura Birch supported this idea  ·  January 24, 2023

17. Remind me which clients want superbills

    14 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
    Laura Birch supported this idea  ·  January 24, 2023

18. Update credit card expiration date

    26 votes

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    7 comments  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
    Laura Birch supported this idea  ·  January 24, 2023

19. Select email address when sending superbill

    30 votes

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    3 comments  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
    Laura Birch supported this idea  ·  January 24, 2023

20. Shared credit card for families

    46 votes

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    4 comments  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
    Laura Birch supported this idea  ·  January 24, 2023