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Kaylee Wickline

← Customer Feedback for TheraNest

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22 results found

  1. Set a default place of service per client

    43 votes

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    5 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Kaylee Wickline supported this idea  · 

  2. Assign place of service codes to locations

    6 votes

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    1 comment  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Kaylee Wickline supported this idea  · 

  3. Link place of service codes to service types

    56 votes

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    16 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Kaylee Wickline supported this idea  · 

  4. Notify staff via email of appointments canceled via reminders

    8 votes

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    3 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    An error occurred while saving the comment
    Kaylee Wickline commented  · 

    Notify staff via text and/or email. Can we get some traction on this one please? This seems like an extremely simple feature to add on!

    Kaylee Wickline supported this idea  · 

  5. Send confirmation to client if they confirm or cancel through a text reminder

    12 votes

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    6 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    An error occurred while saving the comment
    Kaylee Wickline commented  · 

    Can we get some traction on this one please? This seems like an extremely simple feature to add on!

    An error occurred while saving the comment
    Kaylee Wickline commented  · 

    Can we get some traction on this one please? This seems like an extremely simple feature to add on!

    Kaylee Wickline supported this idea  · 

  6. Add rendering provider and filter to the Invoice Aging report

    89 votes

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    19 comments  ·  TheraNest App » Reporting  ·  Admin →
    Kaylee Wickline supported this idea  · 

  7. Charge saved payment method without entering CVV

    12 votes

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    10 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Kaylee Wickline supported this idea  · 

  8. Initial Assessment signature report

    24 votes

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    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Kaylee Wickline supported this idea  · 

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

    301 votes

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    83 comments  ·  TheraNest App » Reporting  ·  Admin →
    Kaylee Wickline supported this idea  · 

  10. Color code agenda by therapist

    15 votes

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    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Kaylee Wickline supported this idea  · 

  11. View all appointments from the agenda

    37 votes

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    18 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Kaylee Wickline supported this idea  · 

  12. Don't allow certain fields to be updated in the client portal

    26 votes

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    13 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    Kaylee Wickline supported this idea  · 

  13. Send reminder to clients if intake documents have not been completed

    98 votes

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    20 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Kaylee Wickline supported this idea  · 

  14. Display client's preferred name throughout TheraNest

    27 votes

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    9 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Kaylee Wickline supported this idea  · 

  15. Allow clients to upload files to the Client Portal

    206 votes

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    61 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    Kaylee Wickline supported this idea  · 
    An error occurred while saving the comment
    Kaylee Wickline commented  · 

    Add the ability for clients to include photos of their insurance cards in/with the intake forms packet and/or upload these photos directly to their general documents in their account.

    This is often needed for benefits verification and contacting the company for claims issues. Currently there is no way for clients to share this with us within the client portal and it must be collected outside of the portal via email.

  16. Add PCL-5 as an intake form

    12 votes

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    6 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Kaylee Wickline supported this idea  · 

  17. Mobile friendly intake

    56 votes

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    2 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Kaylee Wickline supported this idea  · 

  18. Display client credit on Agenda

    37 votes

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    4 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Kaylee Wickline supported this idea  · 

  19. Filter Agenda & Calendar by appointment status

    107 votes

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    32 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →

  20. Filter agenda by balance due

    4 votes

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    0 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Kaylee Wickline supported this idea  · 
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