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Laura Birch

← Customer Feedback for TheraNest

My feedback

70 results found

  1. Ability to manually mark a claim as submitted

    80 votes
    19 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Laura Birch supported this idea  · 

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

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

  3. Autosave client details

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

  4. Partial refunds of credit card transactions

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

  5. Refund or negative payment options

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

  6. Formatting options for dynamic forms

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

  7. Record previous name in client's details

    1 vote
    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?

  8. Create custom reports

    251 votes
    47 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  · 

  9. Report on client portal users

    1 vote
    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  · 

  10. Client portal sorting

    3 votes
    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Laura Birch supported this idea  · 
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