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Sierra Woodling

← Customer Feedback for TheraNest

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7 results found

  1. Report on deposits/withdrawals to my account

    17 votes

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    4 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Sierra Woodling commented  · 

    would be great to be able to run a deposit report so we can see what is actually deposited each day.

    Would also be a great feature to include within this report what is an insurance co pay vs. what is a self pay client as we track those two things differently in quickbooks so we can see income from insurance vs. self pay.

    The credit card reports are not helpful for accounting reconciliation purposes as they don't actually match up with the deposits.

    Sierra Woodling supported this idea  · 

  2. Create custom reports

    251 votes

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    47 comments  ·  TheraNest App » Reporting  ·  Admin →
    Sierra Woodling supported this idea  · 

  3. Allow multiple client signatures on intake forms

    274 votes

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    64 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
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    Sierra Woodling commented  · 

    Agreed, we also work with minors (and couples) and need online intake forms that allow us to identify multiple parties and get multiple electronic signatures.

    Sierra Woodling supported this idea  · 

  4. Allow multiple client signatures on clinical notes

    274 votes

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    64 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Sierra Woodling commented  · 

    Agreed, we also work with minors (and couples) and need online intake forms that allow us to identify multiple parties and get multiple electronic signatures.

  5. Customize options in payment methods drop-down

    74 votes

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    20 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Sierra Woodling supported this idea  · 

  6. Enter clients as a couple or family

    857 votes

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    120 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Sierra Woodling supported this idea  · 

  7. Authorize client's credit card

    5 votes

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    3 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Sierra Woodling commented  · 

    We would love the ability to preauthorize a credit card without actually charging it and incurring a fee. We require all clients to have a valid credit card on file and right now the only way we can validate is to charge it (and pay a processing fee).

    Sierra Woodling supported this idea  · 

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