TheraNest App
We love to hear TheraNest feature requests from you! Use the field below to search for existing ideas. Vote on ideas you like or agree with. If you have a new idea that hasn’t been submitted by anyone else, submit it. If you have many ideas, submit them separately.
319 results found
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Batch loading invoices into ledger
Hi there --
I've been enjoying Theranest for something over a year, and I just discovered batch invoicing. However, I'd already individually prepared several months of invoices pursuant to electronically uploading them to Docustream, I have to upload each month's worth separately, and I find that when I'm in batch invoicing, although I check the boxes, it doesn't allow me to batch-load the checked ones into a 1500 form. Would it be possible to create that feature, or enable something like that in Ledger, or some such? Batch-loading previously prepared invoices into Ledger would cut my time for uploading to…
2 votes -
Customize template for emailed invoices
Allow me to create an email template for the invoices and superbills that are sent to clients.
12 votes -
Multiple Payment Consent Form Storage
Theranest currently only supports one Credit/Debit Consent form to be stored on the site. In cases where client needs to update method of payment, it would be useful to have the option to save and sign more than one payment method using the tab feature.
1 vote -
Batch invoicing by location
Allow me to select a location to bill for when creating batch invoices.
4 votes -
Client Portal Indicator During Batch Statements
Add feature to see if a client has an active client portal so provider/support staff can deselect and not prepare those for mailing.
1 vote -
Search invoices by invoice number in client search
Expand the search at the top of the page to allow me to search for an invoice by the invoice number, so I don't have to go to a specific client to find it.
2 votes -
Integrate with IvyPay
Have TheraNest integrate with IvyPay for client billing.
3 votes -
ERAs
When an ERA is uploaded from the clearing house. It needs to contain full information. Sometimes, the ERAs are retraction and adjustments and the data uploaded is not containing the DOS, the reason for retraction so, I have no way to accurately reply other than going to the clearing house.....
Need all info uploaded.4 votes -
Add count on rejected claim tab
When a claim is rejected or denied it would be helpful if there could be a little notification/number count on that tab so we don't forget to check it.
6 votes -
Allow email receipts without appointment notifications
Allow clients to receive credit card charge receipts without receiving appointment notifications.
2 votes -
Add multiple clients to one invoice or statement
As a private practice therapist, I have contracted with another agency to provide services to some of their clients. I use their system for note-writing, but do put those clients on my TheraNest calendar. Allow me to create an invoice that includes all the clients, so I can send just one invoice or statement to the agency.
2 votes -
Display supervisor and supervisee on superbills
Allow me the option to include the name of my supervisor and supervisee on superbills because our state board requires it.
13 votes -
Include DSM codes on superbills
When printing superbills, include the DSM code instead of or in addition to the ICD diagnosis code. I diagnose clients based on DSM criteria so for clinical transparency, I would prefer that clients see the codes that most reflect my/our understanding of the clinical picture.
1 vote -
Email Superbill to Biller
Have the option of emailing the superbill to the biller.
2 votes -
Apply a discount to a client's invoice
Allow me to apply a discount to a client's invoice. For example, the line item might read something like "25% discount" and show the amount that is deducted from the total.
26 votes -
View full service type on the invoice
Please adjust the invoicing screen so that the billing type field/window does not truncate the text, so I can verify the correct billing code was used.
1 vote -
Assign supervisor by payer
Under a client's payer, allow me to include a rendering provider and supervising provider and have the invoice default to the supervising provider.
2 votes -
Edit service type on invoice
Allow me to edit the service type on the invoice without having to delete the current invoice and associated appointment.
2 votes -
Display last used options for "Hide a Suggestion" feature
When manually entering insurance payments and using the "Hide a Suggestion" drop-down, show the last few options I selected first to make it easier to find the ones I use frequently.
1 vote -
Batch print claim forms (1500)
Allow me to batch print the CMS 1500 forms each day.
1 vote
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