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Jocie Sweeney

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41 results found

  1. Filter by one or more appointment statuses under batch invoicing

    7 votes

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    3 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Jocie Sweeney commented  · 

    I would like to be able to include late cancelations and no-shows for the batch invoicing but currently it lumps in all cancelations which makes it cumbersome to sort through. Please add this feature

    Jocie Sweeney supported this idea  · 

  2. Greater distinction for canceled appointments

    139 votes

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    17 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jocie Sweeney supported this idea  · 

  3. Print work or school excuse notes from Agenda

    148 votes

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    8 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jocie Sweeney supported this idea  · 

  4. Automatically set appointment duration based on service type (Calendar & Client Portal)

    226 votes

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    36 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jocie Sweeney supported this idea  · 

  5. Filter calendar by room and display room availability

    197 votes

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    59 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jocie Sweeney supported this idea  · 

  6. Scheduling: Toggle Days as "Full" and "Available"

    3 votes

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    0 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jocie Sweeney supported this idea  · 

  7. Allow two-way syncing with external calendars (Google, Apple, etc.)

    375 votes

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    55 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jocie Sweeney supported this idea  · 

  8. Contract with other treatment planners

    3 votes

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    1 comment  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Jocie Sweeney commented  · 

    Don't contract with Wiley and provide a different treatment planner that isn't Transphobic or homophobic. I need the planner and my options are limited due to them being the only one you contract with. You are reinforcing homophobia and transphobia.

    Jocie Sweeney supported this idea  · 

  9. Bulk sign progress notes

    101 votes

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    21 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Jocie Sweeney supported this idea  · 

  10. Create client appointment that doesn't require a progress note

    8 votes

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    2 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jocie Sweeney supported this idea  · 

  11. Require a completed progress note to submit claims

    47 votes

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    19 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Jocie Sweeney commented  · 

    This would be incredibly helpful in managing a practice and staying in compliance. PLEASE assist with this!

    Jocie Sweeney supported this idea  · 

  12. Send intake forms to clients via text message

    5 votes

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    3 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Jocie Sweeney supported this idea  · 

  13. Send forms to multiple clients

    42 votes

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    11 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Jocie Sweeney supported this idea  · 

  14. Limit number of appointments per day or week

    16 votes

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    4 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jocie Sweeney supported this idea  · 

  15. Option to open new case when unarchiving client

    6 votes

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    0 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Jocie Sweeney supported this idea  · 

  16. Report on client ledgers

    23 votes

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    5 comments  ·  TheraNest App » Reporting  ·  Admin →
    Jocie Sweeney supported this idea  · 

  17. Display total hours on the calendar

    6 votes

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    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jocie Sweeney supported this idea  · 

  18. Automatic rollover to 2021

    4 votes

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    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Jocie Sweeney supported this idea  · 

  19. Create custom reports

    251 votes

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    47 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Jocie Sweeney commented  · 

    I would like a report of service types that aren't associated with a client (for example, I want to know how many times I've used "personal", "ceu/training", "drive time/travel," etc. I tried and it's only showing for client attached appointments.

    Jocie Sweeney supported this idea  · 

  20. Add staff email as an available placeholder for reminder templates

    5 votes

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    3 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Jocie Sweeney commented  · 

    I would like way to change the email appointemnt reminders so that clients can hit reply and the email goes to my email address instead of do-not-reply@mytheranest.com

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