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Jacob Jacquez

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15 results found

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

    1 vote

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Jacob Jacquez commented  · 

    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.

    Jacob Jacquez supported this idea  · 

  2. Sort table when processing existing invoices

    16 votes

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    4 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Jacob Jacquez commented  · 

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

    Jacob Jacquez supported this idea  · 

  3. Schedule recurring/automatic payments

    196 votes

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    52 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Jacob Jacquez supported this idea  · 

  4. Allow clients to pre-pay for sessions on the client portal

    11 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Jacob Jacquez supported this idea  · 

  5. Sync with Quickbooks

    6 votes

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    2 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Jacob Jacquez supported this idea  · 

  6. Archive intake forms

    31 votes

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    12 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Jacob Jacquez supported this idea  · 

  7. Edit/delete multiple appointments

    32 votes

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    7 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jacob Jacquez supported this idea  · 

  8. Add Client ID to all reports

    66 votes

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    22 comments  ·  TheraNest App » Reporting  ·  Admin →
    Jacob Jacquez supported this idea  · 

  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  ·  Admin →
    Jacob Jacquez supported this idea  · 

  10. Pull treatment goals and dx codes into custom forms

    14 votes

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    0 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Jacob Jacquez supported this idea  · 

  11. Select which goals appear on progress notes

    163 votes

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    31 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Jacob Jacquez supported this idea  · 

  12. Write reviews for treatment plans

    125 votes

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    15 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Jacob Jacquez supported this idea  · 

  13. Add reason field for rescheduled appointments

    11 votes

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    5 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jacob Jacquez supported this idea  · 

  14. Customize treatment plan templates

    140 votes

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    30 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Jacob Jacquez supported this idea  · 

  15. Create custom reports

    243 votes

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    45 comments  ·  TheraNest App » Reporting  ·  Admin →
    Jacob Jacquez shared this idea  · 

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