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Felicia Ortiz

← Customer Feedback for TheraNest

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48 results found

  1. Include Batch invoices and statements in Activity Log

    6 votes

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    1 comment  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Felicia Ortiz supported this idea  · 

  2. Filter by one or more appointment statuses under batch invoicing

    7 votes

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

  3. Display client credit on clients list

    60 votes

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    23 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Felicia Ortiz commented  · 

    on client page show credits in addition to outstanding balances in the green/red sections.

    Felicia Ortiz supported this idea  · 

  4. Restrict scheduling for incomplete intake

    15 votes

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

    remind clinician at yearly of client anniversary to get new paperwork

    Felicia Ortiz supported this idea  · 

  5. Delete appointments from the agenda

    2 votes

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    0 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Felicia Ortiz shared this idea  · 

  6. Don't show progress notes for canceled & no-showed appointments

    23 votes

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    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Felicia Ortiz shared this idea  · 

  7. Create report that shows credit card expirations

    23 votes

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    3 comments  ·  TheraNest App » Reporting  ·  Admin →
    Felicia Ortiz supported this idea  · 

  8. Reminders/alerts for important life/therapy events

    10 votes

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

    set reminders for "anniversary" dates for clients

    Felicia Ortiz supported this idea  · 

  9. Integrate voice dictation software

    125 votes

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    21 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Felicia Ortiz commented  · 

    allow for dictation

    Felicia Ortiz supported this idea  · 

  10. Accept ACH payments from clients

    166 votes

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

    allow to clt pay via compliant account to account transfer

    Felicia Ortiz supported this idea  · 

  11. Add appointment to the day I'm viewing

    5 votes

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

    calendar default should be on the day you are on the calendar not "today" also there should be a delay in making the reminder to the client since if you change it this is not updated to the client portal!

    Felicia Ortiz supported this idea  · 

  12. Differentiate clients with the same initials

    5 votes

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    3 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Felicia Ortiz shared this idea  · 

  13. Increase file size limit in general and client documents

    46 votes

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

  14. Copy client's information to different client

    44 votes

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

  15. Add ability to merge duplicate cases

    64 votes

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

  16. Merge duplicate clients

    110 votes

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

  17. Include signature line for custom forms

    101 votes

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    22 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Felicia Ortiz commented  · 

    make physical signature required an option on intake and other forms as may be required soon in some states

    Felicia Ortiz supported this idea  · 

  18. Attach files and multimedia files to clinical documentation

    162 votes

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    50 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Felicia Ortiz commented  · 

    ability to document a report (abuse, etc) in notes

    Felicia Ortiz supported this idea  · 

  19. Track business expenses in TheraNest

    36 votes

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    4 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Felicia Ortiz supported this idea  · 

  20. Hide or remove tabs from clients and cases

    21 votes

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