Krystal Jacob
My feedback
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An error occurred while saving the comment Krystal Jacob commented
This would be incredibly helpful. When I know I am missing notes, I have to toggle back and forth between the appointment and notes screens, then go find the agenda for the date of the missing note to make sure that everything gets linked up. I am constantly afraid that I overlooked a note and this would be so easily fixed if it was indicated on the client's appointment screen next to the appointment status. (A task list would be additionally helpful for this)
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93 votes
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768 votes
Krystal Jacob supported this idea ·
I have a biller who has biller access to TheraNest. I appreciate the limited nature of things available for her to see, but I have two issues:
1. She can see their intake forms, which I think should automatically be uploaded to clinical documents so that she does not have access to them, especially because the client details page has the information she needs on it already
2. Important information she does not have access to is client diagnosis! Please make it so that client diagnosis is available to those doing billing. *this is the key for me