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1. Automatically create and send invoices

   72 votes

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   12 comments  ·  TheraNest App » Billing & Payments  ·  Delete…  ·  Admin →
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   Mandi Cauley commented  ·  June 15, 2020  ·  Delete…

   YES please create some system of automatic invoicing. Maybe like once a day (overnight for example) all appointments that had "kept" status are automatically invoiced. Another program I tried (maybe TherapyZen) had this feature and it was so nice to not fidget with a million (hyperbole) buttons and screens to do simple things that could easily be done automatically.

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   Mandi Cauley supported this idea  ·  June 15, 2020

2. Formatting options for dynamic forms

   630 votes

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   101 comments  ·  TheraNest App » Notes & Cases  ·  Delete…  ·  Admin →
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   Mandi Cauley commented  ·  June 05, 2020  ·  Delete…

   Add number fields, formula fields, fields that will pull info from existing data...to custom forms

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   Mandi Cauley supported this idea  ·  June 05, 2020

3. Enter clients as a couple or family

   838 votes

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   119 comments  ·  TheraNest App » Clients & Groups  ·  Delete…  ·  Admin →
   Mandi Cauley supported this idea  ·  June 05, 2020