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James Stone, PsyD

← Customer Feedback for TheraNest

My feedback

14 results found

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

    20 votes

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    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    James Stone, PsyD supported this idea  · 

  2. Enter clients as a couple or family

    838 votes

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    119 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    James Stone, PsyD commented  · 

    How is this not done yet? It is a daily problem.

    James Stone, PsyD supported this idea  · 

  3. Display more future appointments in calendar sync

    2 votes

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    2 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    James Stone, PsyD commented  · 

    TN only syncs appointments up to two months out, due to limitations of server space (as I was told). Please remedy this as we are booking out much further than 2 months, as I would assume most are.

    James Stone, PsyD supported this idea  · 

  4. Display more recurring appointments when loading full history

    14 votes

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    8 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    James Stone, PsyD commented  · 

    In the appointments tab, clicking on "Load Full History" only displays appointments 60 days into the future - not all future appointments entered into the calendar. There is a similar problem (by design) to limit the appointments synced into Google Calendar (and I assume Apple Calendar) to 60 days out. I do evaluations and am booking 5-6 months out. I need this information to display both in the appointment list and in my Google Calendar. Is there a plan to change this?

    James Stone, PsyD supported this idea  · 

  5. Allow clients to review and sign treatment plans from the client portal

    203 votes

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    79 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    James Stone, PsyD supported this idea  · 

  6. Indicate signed/unsigned custom form

    23 votes

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    3 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    James Stone, PsyD supported this idea  · 

  7. Allow multiple client signatures on clinical notes and intake forms

    272 votes

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    63 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    James Stone, PsyD supported this idea  · 

  8. Fax documents from TheraNest

    261 votes

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    26 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    James Stone, PsyD supported this idea  · 

  9. Send appointment reminders to multiple contacts

    374 votes

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    Under review  ·  55 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    James Stone, PsyD supported this idea  · 

  10. Remove client name from billing reports

    25 votes

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    14 comments  ·  TheraNest App » Reporting  ·  Admin →

  11. Allow clients to upload files to the Client Portal

    179 votes

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    55 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    James Stone, PsyD supported this idea  · 

  12. Apply batch write-offs to remaining balances due across different client ledgers

    137 votes

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    17 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    James Stone, PsyD supported this idea  · 

  13. Refund or negative payment options

    241 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    James Stone, PsyD supported this idea  · 

  14. Payroll reports by billed sessions (not by payout)

    45 votes

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    9 comments  ·  TheraNest App » Reporting  ·  Admin →
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    James Stone, PsyD commented  · 

    I was frustrated by the payroll report, but after reading about the many different ways people pay their staff, I sympathized with TN! There are circumstances for which the payroll report does not work (e.g., pre-paying). Our last program had a "Production Report" that listed all services charged during a time period regardless of their paid status. Another report, "Earned Receipts" list all posted payments applied to invoices during a time period (that's what we used for payroll). It did not included unapplied payments (there was another report for that). If TN could manage to have this level of flexibility, it would be a huge improvement.

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