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Julianne Neely

← Customer Feedback for TheraNest

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6 results found

  1. Authorize client's credit card

    2 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Julianne Neely commented  · 

    For the option to place holds / authorizations on cards. We are having an increase in credit card declines, particularly for new clients and are wondering if there is an option to assess if the client is giving a truly active card before the session is scheduled / takes place.

    Julianne Neely supported this idea  · 

  2. Accept ACH payments from clients

    163 votes

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    20 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Julianne Neely commented  · 

    Yes! Please offer ACH capability for client payments to help us save money on CC fees!

    Julianne Neely supported this idea  · 

  3. Be able to specify one email address that Theranest correspondence comes from

    26 votes

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    1 comment  ·  TheraNest App » Messaging & Notifications  ·  Admin →
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    Julianne Neely commented  · 

    Adding that that is a problem because we use ONE central email address for all admin and since they cannot all have the same log in email address, many of them use their gmails to login. This means that clients are then able to respond to their individual gmail addresses instead of the admin email address.

    Julianne Neely shared this idea  · 

  4. Allow multiple client signatures on clinical notes and intake forms

    272 votes

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    64 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Julianne Neely commented  · 

    YES this is a necessity for any therapist that treats minors

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    Julianne Neely commented  · 

    Can we add a second signature box for children over age 12 or a second parent on the online intake forms?

    Julianne Neely supported this idea  · 

  5. Require diagnosis on Initial Assessment

    14 votes

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    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Julianne Neely supported this idea  · 

  6. Auto-format fields (dates, State, phone number etc.)

    49 votes

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    21 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Julianne Neely commented  · 

    Can you please limit the letters that can be entered here / or make it a pull down menu to prevent this error message from occurring -

    "Following fields missing or invalid on client details: The State length must be 2 characters"

    Julianne Neely supported this idea  · 

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