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Cindy Royce

← Customer Feedback for TheraNest

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12 results found

  1. Display client credit on clients list

    56 votes

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    21 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Cindy Royce commented  · 

    The client page has a column for Bal Due but it would be helpful if overpayments/credits was a field as well - Often we archive a list of clients but wouldn't want to do that without squaring up their overpayments first.

    Cindy Royce supported this idea  · 

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

    49 votes

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    21 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Cindy Royce shared this idea  · 

  3. Prompt me to change the service type when canceling an appointment

    24 votes

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    Started  ·  8 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Cindy Royce supported this idea  · 

  4. Update appointment status to late cancel for client cancelled within 24 hrs

    14 votes

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    Started  ·  3 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Cindy Royce supported this idea  · 

  5. Include Insurance company phone number on Insurance tab

    55 votes

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    2 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Cindy Royce supported this idea  · 

  6. Add Holidays to the calendar

    102 votes

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    14 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Cindy Royce supported this idea  · 

  7. Merge duplicate clients

    110 votes

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    8 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Cindy Royce supported this idea  · 

  8. Block off non-clinical time on calendar

    179 votes

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    21 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Cindy Royce supported this idea  · 

  9. Indicate if appointment was cancelled by staff or by client

    230 votes

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    Started  ·  31 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Cindy Royce supported this idea  · 

  10. Report on missing, expiring, and unsigned treatment plans

    290 votes

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    77 comments  ·  TheraNest App » Reporting  ·  Admin →
    Cindy Royce supported this idea  · 

  11. Send appointment reminders to multiple contacts

    377 votes

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

  12. Shared credit card for families

    46 votes

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    4 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Cindy Royce supported this idea  · 

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