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Vincent Capaldi

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  1. 12 votes

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  2. 5 votes

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    Vincent Capaldi commented  · 

    It would be nice to have an option to automatically send various reports on a daily / weekly / monthly basis. As an example, in our practice it would be nice if providers would be able to get a daily tally of how many open / unsigned notes that have in the system. For our administrators, it would be nice to get a weekly tally of how many encounters have no associated invoice or number of clients with an aging balance. Maybe on the reports tab, you could have the option of assigning automatic e-mailed reports. To protect HIPAA, these reports could be tally's instead of client names. It may also be nice to get an e-mailed agenda - you could craft your own daily update to include different aspects of your practice.

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  3. 23 votes

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  4. 223 votes

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    Vincent Capaldi commented  · 

    Please let us autosave custom forms. I document on my tablet and if I forget to save when navigating to another window in theranest all is lost. Please have it autosave like other client notes.

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    Vincent Capaldi commented  · 

    It would be great to have the autosave feature on custom forms like the theranest notes. I was working on a custom form and left the page before saving and it was gone <<insert feelings of frustration here>>. Custom forms should be able to function just like theranest notes and should be able to be amended too.

  5. 92 votes

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