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Jaime Sanborn

← Customer Feedback for TheraNest

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6 results found

  1. Bulk sign progress notes

    101 votes

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    21 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Jaime Sanborn commented  · 

    As a supervisor we can go in and sign multiple notes with the click of a button. However, the the supervises have to go in and manually sign each of those notes. I think they should also have a one click solution.

    Jaime Sanborn supported this idea  · 

  2. Refund or negative payment options

    247 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Jaime Sanborn commented  · 

    When Clients transition out it is impossible to refund the balance (and leave a paper trail) in theranest, unless we delete the payment. However, that messes with any previous paid out amounts. This is far to time consuming and messy, it also is not an accurate reflection of what actually occurs. It would be nice if their was a third option to refund amount to client. This would leave an accurate paper trail, and remove the credit balance.

    Jaime Sanborn supported this idea  · 

  3. Separate client and insurance balance due on client details page

    35 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Jaime Sanborn supported this idea  · 

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

    55 votes

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    3 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Jaime Sanborn supported this idea  · 

  5. Filter Agenda & Calendar by appointment status

    107 votes

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    32 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Jaime Sanborn commented  · 

    we charge a fee for no shows and late cancels and it would be nice if they were separated from regular cancels

    Jaime Sanborn supported this idea  · 

  6. Report on client ledgers

    23 votes

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    5 comments  ·  TheraNest App » Reporting  ·  Admin →
    Jaime Sanborn supported this idea  · 

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