Cassie Pinter
My feedback
20 results found
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17 votes
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13 votes
An error occurred while saving the comment Cassie Pinter commentedWe need a "Payout Date" column for transactions already paid out to therapists in a payroll. This is critical for accounting and tax purposes.
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1 vote
An error occurred while saving the comment Cassie Pinter commentedAbility to archive or hide insurers from the billing list that are not used anymore.
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25 votes
An error occurred while saving the comment Cassie Pinter commentedBe able to track more details on referrals like emails!
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15 votes
An error occurred while saving the comment Cassie Pinter commentedCurrently, the client portal schedules up to 60 days out. I think it would be ideal if the clinician could alter how far out they would like for patients to be able to schedule using the client portal (e.g., during the school year I like a shorter time frame but over the summer I would like to be able to extend it out.
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195 votes
An error occurred while saving the comment Cassie Pinter commentedLooking for evaluations in TheraNest such as PDMS, BOT, sensory profile for OT, CASL-2, LAT and REEL.
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51 votes
An error occurred while saving the comment Cassie Pinter commentedWhen a client registers to the client portal, a notification gets sent to the admin or assigned staff that they have registered.
Cassie Pinter shared this idea · -
1 vote
An error occurred while saving the comment Cassie Pinter commentedAdjust the "You have scheduled appointment" to "pending appointment."
"Submit Appointment Request" along with some disclaimer that the appointment is not scheduled until they click AND that the therapist needs to confirm... rather than "submit NEW appointment"
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20 votes
An error occurred while saving the comment Cassie Pinter commentedWe’d like to be able to turn this off completely for some therapists, and remain active for others. With over 600 clients, we’d rather not have to go through every single client to turn this feature off.
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58 votes
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9 votes
An error occurred while saving the comment Cassie Pinter commentedMake it so a client is not able to cancel their appointment 48 hours prior to their appointment on their portal and they need to call or text us if they need to cancel.
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754 votes
An error occurred while saving the comment Cassie Pinter commentedIt would be awesome if a client’s canceled appointment turned to red to be easily seen on the calendar.
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82 votes
An error occurred while saving the comment Cassie Pinter commentedMost of my clients are children/adolescents and I often have to email both caregivers with clinical information. The way secure messaging is set up with Theranest is to send a message to the client through their client portal account. I need a way to send an email to two separate email addresses (ie., both parents)?
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10 votes
An error occurred while saving the comment Cassie Pinter commentedAbility to turn off payment notifications for assigned staff. I need to turn this off for the lower level staff.
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47 votes
An error occurred while saving the comment Cassie Pinter commentedI really need to be able to set it so that only sessions that have progress notes can be billed. it’s the only way to keep clinicians accountable for their progress notes.
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179 votes
An error occurred while saving the comment Cassie Pinter commentedI am set up to co-sign my interns’ progress notes. Is there a way to “reject a note” so that they get a notification? Currently, I sent them practice chat messages, but still sits on my “notes awaiting review, approval or sign.” It would be great to remove a note from this list without signing it.
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30 votes
An error occurred while saving the comment Cassie Pinter commentedHave clients fill out forms and for fields to populate into data to track progress and achieve effective results
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35 votes
An error occurred while saving the comment Cassie Pinter commentedI have people that I put in a group that meets 3 days a week but they only have to attend once and I don’t want to make them NO SHOW, CANCEL OT LATE CANCEL as that is not really appropriate and I don’t want to make a separate group for them as it would be too complicates as I have some that attend one class on each of the 3 days as well as people that attend all 3 days.
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11 votes
An error occurred while saving the comment Cassie Pinter commentedAdd an option to charge a client for their telehealth session before it starts
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18 votes
An error occurred while saving the comment Cassie Pinter commentedWould like to see a space where clinicians can sign the intake documents when clients have signed through the client portal.
If a client has paid their copay or invoice for a session then change the "Billed" label to a "Paid" label so I can quickly glance at my calendar or agenda and see who has paid and who hasn't.