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Jill Southam

← Customer Feedback for TheraNest

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5 results found

  1. Edit appointment status after invoice creation

    22 votes

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    10 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Jill Southam commented  · 

    We pre-bill some of our patients before their appoitments, or for the month if they attend a group. It is cumbersome to have to go in and delete a months worth of invoices to just change the status of one person in a group to "no show" or "late cancel". It would be awesome if you were allowed to change the status of their attendance in either the invoice or the calendar after billing has already been done.

    Jill Southam supported this idea  · 

  2. Improve Client Name Search

    11 votes

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    8 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Jill Southam commented  · 

    When typing the clients "preferred" name and last name, their name does NOT appear in search. You have to type their "real" name and last name. Please have the search pop up for their preferred name and last name.

    Jill Southam supported this idea  · 

  3. Automatically send client superbill when credit card is charged

    55 votes

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    13 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Jill Southam supported this idea  · 

  4. Enter clients as a couple or family

    840 votes

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    119 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Jill Southam supported this idea  · 

  5. Select which staff can view my calendar

    17 votes

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    7 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Jill Southam commented  · 

    We would like a feature where the Administrator has permission to control the view of the other staff. For example, I have Admin permission and I want to block the view of one Therapist seeing the other Therapists calendar.

    Jill Southam supported this idea  · 

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