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Melissa McKeel

← Customer Feedback for TheraNest

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14 results found

  1. Automatically assign appointments to staff assigned to client

    19 votes

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    8 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Melissa McKeel commented  · 

    Restrict the calendar so a client can't be booked with staff member that are not assigned to the client.

    If a reception/admin is booking appointments and accidentally clicks on someone elses schedule, they are prompted this staff member is not assigned and can not be booked with the client.

    Melissa McKeel supported this idea  · 

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

    290 votes

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    77 comments  ·  TheraNest App » Reporting  ·  Admin →

  3. Change CPT code in ledger

    86 votes

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    8 comments  ·  TheraNest App » Billing & Payments  ·  Admin →

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

    49 votes

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    21 comments  ·  TheraNest App » Clients & Groups  ·  Admin →

  5. Move diagnosis code to client details

    13 votes

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    5 comments  ·  TheraNest App » Clients & Groups  ·  Admin →

  6. Decline supervisee notes

    179 votes

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    47 comments  ·  TheraNest App » Notes & Cases  ·  Admin →

  7. Ability to scan files directly into client's general or clinical documents

    119 votes

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    18 comments  ·  TheraNest App » Clients & Groups  ·  Admin →

  8. Add Holidays to the calendar

    102 votes

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

  9. Add a paid column in the client ledger

    19 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →

  10. Automatically populate city and state with the zip code

    35 votes

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    2 comments  ·  TheraNest App » Clients & Groups  ·  Admin →

  11. Print work or school excuse notes from Agenda

    146 votes

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

  12. Display insurance name and ID on client contact card on Agenda

    39 votes

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    13 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Melissa McKeel supported this idea  · 

  13. Automatically copy address from client to insured

    30 votes

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    10 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Melissa McKeel supported this idea  · 

  14. Remember report filters

    20 votes

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    5 comments  ·  TheraNest App » Reporting  ·  Admin →
    Melissa McKeel supported this idea  · 

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