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Tracy Howland

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  1. 21 votes

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    Tracy Howland commented  · 

    Provide an option to add a multiple choice question in form creation. The checkbox works but it might take less time to be able to add all choices in some area. Attaching an example.

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  2. 27 votes

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  3. 3 votes

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  4. 180 votes

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    Tracy Howland commented  · 

    Please add a spot in the client portal that requires client's to upload a photo of insurance (front and back). It's good practice to have a copy in case I need to call or if client gets ID number jumbled.
    Also, have the authorize payment to provider option automatically yes unless otherwise marked. Clients don't seem to know to check that to yes.

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  5. 9 votes

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    Tracy Howland commented  · 

    I have all my own forms for my clients already made into word documents and PDFs. Allow me to upload these into TheraNest and use them as dynamic forms so I can add a signature and initials spots and I don't have to completely recreate them.

  6. 195 votes

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  7. 266 votes

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  8. 508 votes

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  9. 630 votes

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