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.
320 results found
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Automatically create and send invoices
Allow me to automatically create and send invoices at a specific time period (e.g., after every session, weekly, monthly).
72 votes -
Delete invoices in batch
In Batch Invoicing when Processing Existing Invoices, allow me to select multiple invoices and delete them so I don't have to go into each client's ledger separately.
4 votes -
Process international credit cards
Allow me to process international credit cards within the app.
17 votes -
Filter by date of service when processing existing invoices
I use the “Process Existing Invoices” feature to add a bulk amount of invoices to Claims Awaiting Submission and this feature doesn’t have same level of filtering available as the claims view. I think being able to filter by date of service would be a super helpful filtering option because it would group together all of those invoices that were canceled, rescheduled, etc.
4 votes -
Deposit payments received through TheraNest weekly
An option to have weekly deposits of payments to bank account instead of randomly when payments come in, to help manage transfers better.
12 votes -
Allow payment plans for invoices & statements
As a self-pay provider, I often provide payment plans for larger bills (e.g. if a bill is $1000). Allow me the option to include information about a payment plan when sending invoices or statements to clients.
5 votes -
Mark multiple invoice adjustments paid and enter automatic write-offs at the same time.
Add the ability to mark multiple invoice adjustments as paid all at the same time AND have them enter automatic write-offs on the invoice when they are marked paid.
20 votes -
Make billing note box larger
It would be great if the Billing Notes box on the Bill To and Insurance info tab and the client's ledger would be as large as the text within it - instead of having to drag the box to make it large enough to see the contents
10 votes -
View payment number from payment history
Allow me to view the payment number from the Payment History tab of a client's ledger.
5 votes -
Filter batch statements by rendering provider
Allow me to filter batch statements by rendering provider so I can quickly create statements for clients only.
6 votes -
Mark claims "paid" on the client Ledger
When insurance payment is entered manually and the claim is marked "paid" on the submitted claims page, it would be beneficial for the "paid" status to show on the client's Open Invoices page. Right now it says "submitted" on the client page even after insurance payment has been entered.
188 votes -
Customize order that service types are displayed
I think it would be great if you could order service types however fit best for your practice. For me I would like to have the Free Phone Consultation at the top. To go a step furhter I would LOVE it if there could be a seperate log in for client scheduling a free phone consult then for current clients. This way potential clients are not able to schedule a intake appointment without appropriate screening.
23 votes -
Apply batch write-offs to remaining balances due across different client ledgers
Add new feature that allows me to apply multiple write-offs in bulk to remaining balances due from a single page, instead of having to apply each one to individual invoices from separate ledgers. This would let me apply a batch of client or insurance write-offs for different clients.
137 votes -
Default "Accept Assignment" toggle to yes
Automatically turn on the toggle for "Accept Assignment" on "Bill To & Insurance Info" page.
8 votes -
Accept payment when editing an invoice
Allow me to apply a payment when editing the invoice so I don't have to go back to the Ledger.
29 votes -
Incorporate reason codes on ERAs
If you could also show the reason codes for denied or adjusted claims on the uploaded ERAs that would save us from having to go back and forth to our processor. Thank you!
29 votes -
Set payment override amount by service type
Allow me to set a payment override amount based on service type, rather than having it apply to all service types.
6 votes -
Add a paid column in the client ledger
There is only a written off and total amount. For our practice it would be helpful to have the Paid amount. The written off is an insurance write off and not what we in actuality took in. I would like a Paid Amount between the Total and written off
19 votes -
Automatically mark submitted claims to paid claims w/o us lowering the amount we bill the insurance.
Please try to automatically mark the submitted claims as paid, when the ERAs are downloaded in Theranest. We have to manually update these claims a few times on different pages so that they will show up as paid.
I know that if we bill the amount that we contract with the insurance, these claims are updated automatically, however this is not recommended since it will prevent future increase in rates.
The way the current system works, takes a lot of time and it is confusing.21 votes -
Schedule recurring/automatic payments
For clients that are on payment plans, allow me to set up scheduled or recurring payments for a set amount.
196 votes
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