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Felicia Ortiz

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48 results found

  1. Reminder for when clinic forms need to be updated

    6 votes

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    3 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    An error occurred while saving the comment
    Felicia Ortiz commented  · 

    have clients forced to check information yearly to confirm account details are up to date.

    Felicia Ortiz shared this idea  · 

  2. Allow prospective clients portal access

    14 votes

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    9 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    An error occurred while saving the comment
    Felicia Ortiz commented  · 

    allow prospective clients to fill out paperwork before having to activate them

    Felicia Ortiz supported this idea  · 
    An error occurred while saving the comment
    Felicia Ortiz commented  · 

    be able to send documents to prospective clients and before activating them

  3. Copy from last session based on date of service

    2 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    An error occurred while saving the comment
    Felicia Ortiz commented  · 

    should not be last session should be previous session the one before the missing one, not the one most recently/last done

    Felicia Ortiz supported this idea  · 

  4. Add process notes page

    38 votes

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    5 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Felicia Ortiz supported this idea  · 

  5. Support international client addresses and phone numbers

    10 votes

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    2 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Felicia Ortiz supported this idea  · 

  6. Process international credit cards

    18 votes

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    4 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Felicia Ortiz supported this idea  · 

  7. Default clients page to my clients

    4 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Felicia Ortiz supported this idea  · 

  8. Schedule recurring/automatic payments

    199 votes

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    54 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Felicia Ortiz commented  · 

    allow for autocharge for all clients for the next day 24h in advance.

    Felicia Ortiz supported this idea  · 

  9. Unarchive clients from the calendar

    1 vote

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    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    An error occurred while saving the comment
    Felicia Ortiz commented  · 

    it is awful to have to return to the client page to unarchive clients when adding a new appointment for an archived client or group with archived client.

    Felicia Ortiz supported this idea  · 

  10. Archive clients on prospective clients list

    23 votes

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    3 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Felicia Ortiz supported this idea  · 

  11. Prioritize the prospective clients list

    9 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Felicia Ortiz supported this idea  · 

  12. Add contact to prospective clients list

    4 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Felicia Ortiz supported this idea  · 

  13. Add archived client to prospective clients list

    10 votes

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    3 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Felicia Ortiz supported this idea  · 

  14. Delete invoice when viewing

    3 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Felicia Ortiz supported this idea  · 
    An error occurred while saving the comment
    Felicia Ortiz commented  · 

    when you have deleted all items in an invoice, allow to delete entire thing from that page

    An error occurred while saving the comment
    Felicia Ortiz commented  · 

    Currently, invoices can only be deleted in the client's ledger. Add a "Delete" button to the Invoice Details page.

  15. Create invoice from the appointment block

    6 votes

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    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Felicia Ortiz supported this idea  · 

  16. Mark multiple invoices as paid in Batch Invoicing

    3 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Felicia Ortiz supported this idea  · 

  17. Edit appointment status after invoice creation

    22 votes

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    10 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    An error occurred while saving the comment
    Felicia Ortiz commented  · 

    this is very challenging for those of us who batch bill and then someone no shows

    Felicia Ortiz supported this idea  · 
    An error occurred while saving the comment
    Felicia Ortiz commented  · 

    DO NOT lock appointments after invoice is created

  18. Add ability to send one time payment link for multiple invoices

    21 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    Felicia Ortiz supported this idea  · 

  19. Zero out existing invoices in batch invoicing

    3 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Felicia Ortiz supported this idea  · 
    Felicia Ortiz shared this idea  · 

  20. Batch loading invoices into ledger

    2 votes

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    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Felicia Ortiz supported this idea  · 
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