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Lindsay Rosser

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  1. 27 votes

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    Lindsay Rosser commented  · 

    We have several non-binary clients who don't like seeing their legal name in the messenger on TheraNest. They have a preferred name they like to go by which is reflected on their details page. However, we would love to see a change implemented in the system so that the client's preferred name shows up everywhere in the client's chart and not just certain places. For example, the client portal messenger system does not use the client's preferred name. This has bothered clients to the point where they don't want to use the messenger and we have to find a workaround for how to communicate with them.

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  2. 11 votes

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    Lindsay Rosser supported this idea  · 
  3. 136 votes

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  4. 5 votes

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  5. 64 votes

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    Lindsay Rosser commented  · 

    When we receive notifications that our supervisee has a note that is "awaiting our review," the note could still be in progress and not completed therefore, it's hard to tell what notes are ready for the supervisor's signature and which notes the supervisee is still working on. Is there any way to tell the difference between the two? And a way to put a different status marker on notes still in progress versus notes completed by the supervisee? It's a time waster for us having to login to the note to see if it's been fully completed and ready for our signature. To combat this we are having to ask the supervisees' to send us a list of completed notes at the end of the week because the system isn't notifying us that they are fully ready for review. We have reviewed the knowledge base articles and can't seem to find an answer. It seems there is no way to differentiate between the two statutes and we feel this would be a very helpful, time saving feature for all if added. 

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  6. 61 votes

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    Lindsay Rosser commented  · 

    Allow clients to view superbill in the portal after they have paid the balance off.

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  7. 20 votes

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    Lindsay Rosser commented  · 

    Yes! So many clients ask for this!

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  8. 38 votes

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    Lindsay Rosser commented  · 

    Many of our clients are returning clients. When they come back to treatment they need to have a new intake date (for the case). We also need to fully reassess the patient when they return to treatment after a specific period of time.

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