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Janice Lepore

← Customer Feedback for TheraNest

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13 results found

  1. Accept ACH payments from clients

    166 votes

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    20 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Janice Lepore supported this idea  · 

  2. Allow clients to upload files to the Client Portal

    206 votes

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    61 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    Janice Lepore supported this idea  · 

  3. Allow staff without billing permissions to view and collect copays

    118 votes

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    21 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Janice Lepore supported this idea  · 

  4. Bulk export clinical documentation for multiple clients

    83 votes

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    10 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Janice Lepore supported this idea  · 

  5. Refund or negative payment options

    247 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Janice Lepore supported this idea  · 

  6. Restrict service type for new clients scheduling from the portal

    13 votes

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    2 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Admin →
    Janice Lepore supported this idea  · 

  7. Expand features for handling child/minor clients (notes, contacts, intake etc.)

    197 votes

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    28 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    An error occurred while saving the comment
    Janice Lepore commented  · 

    The current forms are a little difficult to use with child clients, as there's not a place to enter both parents names/phone numbers/addresses, or to quickly indicate that the parent name needs to be on the insurance forms (superbills, etc.) I'm looking at the client portal now and it's the same thing - It would be nice to have a way to indicate that this is a minor client and have these fields available.

    Janice Lepore supported this idea  · 

  8. Add column for staff to Payments and Payment Methods report

    30 votes

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    7 comments  ·  TheraNest App » Reporting  ·  Admin →
    Janice Lepore supported this idea  · 

  9. Report on client ledgers

    23 votes

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    5 comments  ·  TheraNest App » Reporting  ·  Admin →
    Janice Lepore supported this idea  · 

  10. Payroll reports by billed sessions (not by payout)

    45 votes

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    9 comments  ·  TheraNest App » Reporting  ·  Admin →
    Janice Lepore supported this idea  · 

  11. More granular permission levels

    225 votes

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    61 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    An error occurred while saving the comment
    Janice Lepore commented  · 

    I NEED MY CLINICIANS TO HAVE BILLING PERMISSION SO THEY CAN ACCEPT PAYMENTS FOR THEIR CLIENTS, BUT I DON'T NEED (OR REALLY WANT) THEM TO BE ABLE TO SEE THE BILLING FOR OTHER CLINICIANS (OR THE ORGANIZATION AS A WHOLE). I WOULD BE GREAT TO HAVE THIS AS AN OPTION - BILLING PERMISSIONS FOR THEIR CLIENTS ONLY.

    Janice Lepore supported this idea  · 

  12. Customize client details page

    69 votes

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    10 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Janice Lepore supported this idea  · 

  13. Staff pay rate by service type

    17 votes

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    11 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    An error occurred while saving the comment
    Janice Lepore commented  · 

    Different percentages for different tasks per user would also be helpful - for example one therapist does a specific type of work that she developed, and I pay her a higher percentage for that.

    Janice Lepore supported this idea  · 

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