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Christine Wheeler

← Customer Feedback for TheraNest

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24 results found

  1. Allow clients to upload files to the Client Portal

    179 votes

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    55 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
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    Christine Wheeler commented  · 

    Much needed feature!

    Christine Wheeler supported this idea  · 

  2. Display the day of the week in client Appointment History

    49 votes

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    6 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Christine Wheeler commented  · 

    It would actually be helpful if the appointment scheduling feature had a pop-up calendar similar to those in the reports.

    Christine Wheeler supported this idea  · 

  3. Add ability to reactivate inactive insurance

    72 votes

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    23 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Christine Wheeler supported this idea  · 

  4. Add additional options to client progress

    4 votes

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    3 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Christine Wheeler supported this idea  · 
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    Christine Wheeler commented  · 

    Agreed. Check boxes for "Good", "Fair", and "Poor" or similar descriptors would be helpful.

    An error occurred while saving the comment
    Christine Wheeler commented  · 

    Expand the treatment progress field in standard note to include check boxes to further distinguish progress (ex: Good, Fair, Poor)

  5. Unsubscribe from pop-up alerts

    6 votes

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    3 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →

  6. Link place of service codes to service types

    46 votes

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    11 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Christine Wheeler commented  · 

    Agreed! Linking POS with service codes would be a huge timesaver and cut back on submission errors.

    Christine Wheeler supported this idea  · 

  7. Archive primary practice location

    2 votes

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    1 comment  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Christine Wheeler commented  · 

    Please do not retroactively apply location changes. When updating the primary address of the practice it should not change past appointments. Alternatively it would be helpful to be able to archive the primary address and create a new one. This is not at all workable for practice moves.

    Christine Wheeler supported this idea  · 

  8. Don't retroactively change diagnosis code if updated

    38 votes

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    6 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Christine Wheeler supported this idea  · 

  9. Don't retroactively apply updated credentials

    6 votes

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    2 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Christine Wheeler supported this idea  · 

  10. Don't update close date when closing a reopened case

    7 votes

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    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Christine Wheeler commented  · 

    Agreed this would be helpful. It is helpful to be able to update a closed case date but it would improve functionality greatly if the date defaulted to the original close date.

    Christine Wheeler supported this idea  · 

  11. Select which organization address is displayed on intake forms

    5 votes

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    2 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Christine Wheeler commented  · 

    It would be helpful to be able to choose which address is including on intake forms. Currently it seems to default to your organizational location or I see you can remove the address. Can there be an added feature where you can also choose the have the payment address printed on intake forms?

    Christine Wheeler supported this idea  · 

  12. Document communication in prospective clients list

    15 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Christine Wheeler supported this idea  · 

  13. Add referral source to prospective clients list

    7 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Christine Wheeler supported this idea  · 

  14. Edit date added in prospective clients list

    7 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Christine Wheeler supported this idea  · 

  15. use icon instead of popup to alert support responses

    2 votes

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    0 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Christine Wheeler shared this idea  · 

  16. prevent phone calls from interrupting video session

    8 votes

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    0 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Christine Wheeler shared this idea  · 

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

    285 votes

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    74 comments  ·  TheraNest App » Reporting  ·  Admin →
    Christine Wheeler supported this idea  · 

  18. Keep appointments in "Upcoming" until end of session

    56 votes

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    27 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Admin →
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    Christine Wheeler commented  · 

    This is definitely something that is needed. Client's with a lengthy treatment history are having to sift through pages of old appointments to find their current link. It might also help to add a 5 minute "grace" period before the link is switched to the kept folder. Many people are naturally running a bit late or having to address technically issues while logging on.

    Christine Wheeler supported this idea  · 

  19. Breakdown age further in Demographic Snapshot

    10 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    Christine Wheeler supported this idea  · 

  20. 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 →
    Christine Wheeler supported this idea  · 
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