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Jared Katz

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4 results found

  1. Accept ACH payments from clients

    163 votes

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    20 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Jared Katz commented  · 

    I just received an Intuit invoice from my billing agent. With the invoice, I had the choice of using my credit card (which would have cost some percentage of the transaction to my billing agent), or sending funds through EFT. I didn't need her account info (she had preloaded that and I was blind to it). All I had to do was select the account I wanted the money to come from. I have some clients who want to pay invoices with CC, and some who want to pay with checks. It would be handy if they were able to pay remotely (particularly when using TMH - not withstanding the current willingness of insurers to cover any cost share).

    I would like to suggest it as a feature. Thanks, Jared

    Jared Katz supported this idea  · 

  2. Allow clients to select from a list of available appointment times rather than selecting from the calendar

    61 votes

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    30 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Admin →
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    Jared Katz commented  · 

    Allo an option for booking on the hour only.

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    Jared Katz commented  · 

    I would like to see a drop-down menu of times for clients to select. This would make it easier for them to select an accurate time in an available block (rather than selecting 10:25, for example, in an open block of 10:00 - 12:00). I use 5 minute increments because it's the only way I can schedule 55 minute blocks of time. If clients could see when the start time of the appointment would be, the system could automatically create a 55 minute session from that start time.

    Jared Katz supported this idea  · 

  3. Automatically set appointment duration based on service type (Calendar & Client Portal)

    225 votes

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    36 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Jared Katz commented  · 

    I would like it to be even more flexible: Allow setting a default time increment (in five minute increments). Also allow overrides to select available blocks throughout the day (45 minute blocks, 55 minute blocks...).

    Jared Katz supported this idea  · 

  4. Block off non-clinical time on calendar

    179 votes

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    21 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Jared Katz commented  · 

    Would be nice, instead of having to add "Out of office," "Lunch" appointments to cal

    Jared Katz supported this idea  · 

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