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Brandon Cole

← Customer Feedback for TheraNest

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14 results found

  1. Apply payments and write-offs at the same time

    12 votes

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    4 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Brandon Cole commented  · 

    While you are entering an insurance payment through your paper EOB forms, it would be immensely helpful to be able to enter the "writeoff" amount on the SAME screen and only have to push save one time.

    As it is now, you have to enter insurance payment and press save.. Then open the same claim and then enter the writeoff amount to reconcile the claim.

    Brandon Cole supported this idea  · 

  2. Enter clients as a couple or family

    839 votes

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    119 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Brandon Cole supported this idea  · 

  3. Add setting when staff member is not accepting new clients

    27 votes

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    4 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Admin →
    Brandon Cole supported this idea  · 

  4. Require password change every certain number of days

    14 votes

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    6 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Brandon Cole commented  · 

    Theranest should support require users to change their passwords every 180 days and prevent the "re-use" of old passwords up to the last 10 passwords used.

    An error occurred while saving the comment
    Brandon Cole commented  · 

    I agree. Also password complexity rules and password age need to be taken into account. There is way too much data here available for exfil with simple login and password.

    Two-Factor should also be a recommended option.

    Brandon Cole supported this idea  · 

  5. Two factor authentication at login

    111 votes

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    Started  ·  39 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Brandon Cole commented  · 

    Theranest should support mandatory "complex" passwords. Passwords greater than 12 characters in length and require the use of upper/lower case, special characters and numbers. Complex passwords increase overall security of the system.

    An error occurred while saving the comment
    Brandon Cole commented  · 

    Bump. As an information system security professional (CISSP) I second this suggestion. The data is too valuable to NOT inforce complex passwords and/or two-factor auth.

    Brandon Cole supported this idea  · 

  6. Formatting options for dynamic forms

    630 votes

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    101 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Brandon Cole supported this idea  · 

  7. Send forms to multiple clients

    41 votes

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

  8. Report on estimated monthly income

    34 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    Brandon Cole supported this idea  · 

  9. Add list of clients to contact for next available appointments

    100 votes

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    17 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Brandon Cole supported this idea  · 

  10. Implement an hourly or flat rate for staff payroll

    188 votes

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    47 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Brandon Cole supported this idea  · 

  11. Only allow client portal account creation through invitation

    47 votes

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    16 comments  ·  TheraNest Client Portal » Client Account Management  ·  Admin →

  12. Customize how appointments are color-coded

    754 votes

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    Under review  ·  203 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Brandon Cole commented  · 

    How about listing the Therapist name in the calendar field. I have 4 shades of "blue" on my calendar and can't tell which therapist is which.

  13. Autosave client details

    223 votes

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    49 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Brandon Cole commented  · 

    +1 Vote for autosave.

  14. Add customizable text shortcuts/phrases to assist in note writing

    35 votes

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    16 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Brandon Cole commented  · 

    IT would be nice to incorporate some keyboard shortcuts for some of the repetative tasks of "saving" on every screen, when changing some detail. Update PHone, "Save", tab... Assign Staff "Save", tab.., Enter insurance information, "save".

    A "alt+S" or "ctrl+S" would be helpful

    Brandon Cole supported this idea  · 

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