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Rachael Eichhorn

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45 results found

  1. Add how client contacted us to prospective clients list

    5 votes

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    0 comments  ·  TheraNest App » Clients & Groups  ·  Admin →

  2. Indicate preferred contact method in prospective clients list

    1 vote

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    0 comments  ·  TheraNest App » Clients & Groups  ·  Admin →

  3. Add insurance to prospective clients list

    19 votes

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    0 comments  ·  TheraNest App » Clients & Groups  ·  Admin →

  4. Edit date added in prospective clients list

    7 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →

  5. Report on number of sessions

    139 votes

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    28 comments  ·  TheraNest App » Reporting  ·  Admin →
    Rachael Eichhorn supported this idea  · 

  6. Sort invoices by date of service in client's ledger

    11 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Rachael Eichhorn supported this idea  · 

  7. Add a paid column to the detailed attendance report

    8 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
    Rachael Eichhorn shared this idea  · 

  8. Add Client ID to all reports

    66 votes

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    22 comments  ·  TheraNest App » Reporting  ·  Admin →
    An error occurred while saving the comment
    Rachael Eichhorn commented  · 

    Please add Client ID to all reports! This is how we maintain accountability for reports missed. The Payments method report MUST have a client ID as I need to pull it to reconcile.
    Thank you!

    Rachael Eichhorn supported this idea  · 

  9. Partial refunds of credit card transactions

    274 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Rachael Eichhorn commented  · 

    Please! This is very much needed!!!

    Rachael Eichhorn supported this idea  · 

  10. supervison progress reports signature per Insurance company

    1 vote

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    0 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Rachael Eichhorn shared this idea  · 

  11. Indicate signed/unsigned custom form

    23 votes

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    3 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Rachael Eichhorn supported this idea  · 

  12. Enter clients as a couple or family

    857 votes

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    120 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    An error occurred while saving the comment
    Rachael Eichhorn commented  · 

    A primary would have to be identified but if it can be a check box to show as a couple or family! That would even be wonderful:)

    Rachael Eichhorn supported this idea  · 

  13. Formatting options for dynamic forms

    641 votes

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    101 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Rachael Eichhorn supported this idea  · 

  14. Assign supervisor by payer

    2 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Rachael Eichhorn shared this idea  · 

  15. add area for insurance adjusted rate

    27 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Rachael Eichhorn supported this idea  · 

  16. Add write off amount to the staff billing report

    8 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
    Rachael Eichhorn supported this idea  · 

  17. Refund or negative payment options

    247 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Rachael Eichhorn supported this idea  · 

  18. Create {{Location Name}} placeholder for appointment reminders

    29 votes

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    4 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Rachael Eichhorn supported this idea  · 

  19. Don't allow certain fields to be updated in the client portal

    26 votes

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    13 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    An error occurred while saving the comment
    Rachael Eichhorn commented  · 

    It would be valuable if we as admin could be the only ones to change or eidt any CMS feilds which can cause billing issues or denied claims. The recent expample is the Legal gender which has to match insurance.

    An error occurred while saving the comment
    Rachael Eichhorn commented  · 

    It would be valuable if we as admin could be the only ones to change or eidt any CMS feilds which can cause billing issues or denied claims. The recent expample is the Legal gender which has to match insurance.

    Rachael Eichhorn supported this idea  · 

  20. Add adjusted contract rate in ledger

    75 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Rachael Eichhorn shared this idea  · 
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