Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

Laura Birch

← Customer Feedback for TheraNest

My feedback

72 results found

  1. Email payment receipts

    37 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  2. Ability to manually mark a claim as submitted

    79 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  3. Apply batch write-offs to remaining balances due across different client ledgers

    137 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  4. Indicate if appointment was cancelled by staff or by client

    229 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    31 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Laura Birch supported this idea  · 

  5. Autosave client details

    223 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  6. Partial refunds of credit card transactions

    266 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  7. Refund or negative payment options

    242 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  8. Formatting options for dynamic forms

    630 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    101 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Laura Birch supported this idea  · 

  9. Record previous name in client's details

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Laura Birch supported this idea  · 
    An error occurred while saving the comment
    Laura Birch commented  · 

    We have several non-binary clients who have recently changed their name. To keep everything easy to find could there be a way to have their dead-name in their file so it would come up with a search as well?

  10. Create custom reports

    243 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    45 comments  ·  TheraNest App » Reporting  ·  Admin →
    An error occurred while saving the comment
    Laura Birch commented  · 

    YESSS currently I have to merge multiple report exports and being able to pick my own fields would be AMAZING.

    Laura Birch supported this idea  · 

  11. Report on client portal users

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

    We're just switching over to Theranest and it would be great if there was a report that could pull all the client data PLUS if they're signed up to the Portal AND if they've completed all of their forms AND if they've saved a credit card so I don't have to print a list and cross check against the info in the Organization tab manually since that data can't be exported.

    Laura Birch supported this idea  · 

  12. Client portal sorting

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Laura Birch supported this idea  · 
1 2 4 Next →

Feedback and Knowledge Base

(thinking…)