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14 results found

1. Download list of invoices from Process Existing Invoices tab in Batch Invoicing

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   2 votes

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   2 comments  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
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   Jacob Jacquez commented  ·  Sep 9, 2023  ·  Delete…

   It would be nice to have the option to download the list of existing invoices, specifically from the Process Existing Invoices tab under Batch Invoicing.

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   Jacob Jacquez supported this idea  ·  Sep 9, 2023

2. Sort table when processing existing invoices

   16 votes

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   4 comments  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
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   Jacob Jacquez commented  ·  Jul 16, 2023  ·  Delete…

   It would be nice to be able to sort AND filter by many headings, including claim status and "fully paid".

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   Jacob Jacquez supported this idea  ·  Jul 16, 2023

3. Schedule recurring/automatic payments

   199 votes

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   54 comments  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
   Jacob Jacquez supported this idea  ·  May 26, 2023

4. 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 →
   Jacob Jacquez supported this idea  ·  May 26, 2023

5. Sync with Quickbooks

   6 votes

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   2 comments  ·  TheraNest App » Practice Management & Administration  ·  Delete…  ·  Admin →
   Jacob Jacquez supported this idea  ·  Apr 9, 2023

6. Archive intake forms

   36 votes

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   12 comments  ·  TheraNest App » Practice Management & Administration  ·  Delete…  ·  Admin →
   Jacob Jacquez supported this idea  ·  Sep 12, 2022

7. Edit/delete multiple appointments

   32 votes

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   Started  ·  7 comments  ·  TheraNest App » Calendar & Scheduling  ·  Delete…  ·  Admin →
   Jacob Jacquez supported this idea  ·  Jan 1, 2022

8. Add Client ID to all reports

   66 votes

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   22 comments  ·  TheraNest App » Reporting  ·  Delete…  ·  Admin →
   Jacob Jacquez supported this idea  ·  May 27, 2020

9. Display client's first name and last name in separate columns on reports

   7 votes

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   3 comments  ·  TheraNest App » Reporting  ·  Delete…  ·  Admin →
   Jacob Jacquez supported this idea  ·  May 27, 2020

10. Pull treatment goals and dx codes into custom forms

    14 votes

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    0 comments  ·  TheraNest App » Notes & Cases  ·  Delete…  ·  Admin →
    Jacob Jacquez supported this idea  ·  Jul 24, 2019

11. Select which goals appear on progress notes

    163 votes

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    31 comments  ·  TheraNest App » Notes & Cases  ·  Delete…  ·  Admin →
    Jacob Jacquez supported this idea  ·  Jul 24, 2019

12. Write reviews for treatment plans

    128 votes

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    15 comments  ·  TheraNest App » Notes & Cases  ·  Delete…  ·  Admin →
    Jacob Jacquez supported this idea  ·  Jul 24, 2019

13. Customize treatment plan templates

    144 votes

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    31 comments  ·  TheraNest App » Notes & Cases  ·  Delete…  ·  Admin →
    Jacob Jacquez supported this idea  ·  Apr 14, 2019

14. Create custom reports

    251 votes

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    47 comments  ·  TheraNest App » Reporting  ·  Delete…  ·  Admin →
    Jacob Jacquez shared this idea  ·  Oct 17, 2017