Heather Roa
My feedback
6 results found
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243 votes
An error occurred while saving the comment Heather Roa
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1 vote
An error occurred while saving the comment Heather Roa
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When running a Detailed Attendance Report, when selecting Service Types, allow a "Select All" option with the ability to then uncheck the items not wanted. Without this, I have to manually select each service type and we have quite a lot. Thanks.
Heather Roa
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26 votes
An error occurred while saving the comment Heather Roa
commented
We offer some clients subsidies. It'd be great if there were a discount payment code option in TheraNest so we can record a discount on an invoice and then track (generate a report) for all discounted sessions or amounts.
An error occurred while saving the comment Heather Roa
commented
We offer some clients subsidies. It'd be great if there were a discount payment code option in TheraNest so we can record a discount on an invoice and then track (generate a report) for all discounted sessions or amounts.
Heather Roa
supported this idea
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6 votes
An error occurred while saving the comment Heather Roa
commented
It would be great to have a date of last contact or termination date that can be seen from the Client List screen where you can search active or archived clients. Presently, we have to fully unarchive a client to find this information. It'd be great if we could just see the date that has been assigned as the last one where any contact has been made or a termination date was established. Since records have to be kept for 7 years but files can be destroyed after that, that information easily seen would be very helpful for that purpose.
Heather Roa
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61 votesHeather Roa
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8 votesHeather Roa
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For liability purposes, we like to follow the standard practice of destroying files after 7 years. We have more than 20 therapists on our team (and are growing), so this is important for us. First of all, we’ve discovered that it’s not easy to delete a client file. One has to unarchive it and then delete everything within it before it can be completely deleted. Is there not a different button you can add such as “Destroy Client File” that would allow the entire thing to be deleted more swiftly?
Additionally, having a way to easily track WHEN we can destroy files would be helpful. We know under Additional Details you have an Intake Date feature. Could you add a “Termination Date” or “Date of Last Contact” or something similar feature? Then, could there be a report we could run based on that date (like you have for Clients Intake)?
At the moment, we can search Active Clients by Last Appointment Date. But, this doesn’t appear for Archived Clients. Could you fix it so we could see that information for Archived clients without having to Unarchive them?
Another feature that would be very helpful would be some place where we could checkmark whether a client has an abuse report since we don’t ever want to destroy these files.
Finally, it’d be helpful if we could run customized reports selecting various points of data that we want to select.