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Ita Dore

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9 results found

  1. Add alert when required fields are not completed in client intake forms

    18 votes

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    3 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Ita Dore supported this idea  · 

  2. Share non-intake documents with clients on the client portal

    30 votes

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    6 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Ita Dore supported this idea  · 

  3. Send reminder to clients if intake documents have not been completed

    98 votes

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    20 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Ita Dore supported this idea  · 

  4. Notification for client portal account creation

    52 votes

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    14 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
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    Ita Dore commented  · 

    If you could add a flag or indicator on the agenda and/or calendar page so it is apparent immediately if a client has completed intake paperwork

  5. Send appointment reminders to multiple contacts

    385 votes

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    Under review  ·  55 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Ita Dore supported this idea  · 

  6. Move diagnosis code to client details

    14 votes

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    5 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Ita Dore supported this idea  · 
    An error occurred while saving the comment
    Ita Dore commented  · 

    Our office has a staff member who does all of the billing. Can you create a permission level or some way for a staff member to print superbills with the diagnosis code without having to add office staff to the appointment and the invoice?

  7. Apply batch write-offs to remaining balances due across different client ledgers

    139 votes

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    17 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Ita Dore supported this idea  · 
    An error occurred while saving the comment
    Ita Dore commented  · 

    If you could cone up with a way to auto apply the contractual adjustment for insurance claims along with the paid amount that would be SO wonderful! As it is I can auto apply the payment but still have to pull up each invoice to apply the adjustment/write off amount.

  8. Filter Agenda & Calendar by appointment status

    107 votes

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    32 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Ita Dore commented  · 

    Could you develop a way to not show cancelled appointments on the calendar without deleting the record that the appointment did exist and was cancelled? It gets confusing visually to see openings even with the red icon with a quick glance. We don’t like to delete the appointment all together because often times we need to be able to see appointment history including cancellations and reasons for cancellation for our legal cases. Thank you!

    Ita Dore supported this idea  · 

  9. Incorporate reason codes on ERAs

    30 votes

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    3 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Ita Dore supported this idea  · 
    Ita Dore shared this idea  · 

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