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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Display both the physical and the bill to address on the invoices to appear on the
Allow me to show both the physical address and the billing address on the invoice.
1 vote -
Create invoices for the following year
At this time you are unable to create an invoice dated for the upcoming year because of the restriction by the AMA license.
It would be nice for practices that do preemptive billing to be able to bill their sessions prior to the year changing.
1 vote -
Send primary ERA when billing secondary
If I'm billing a client's secondary insurance, allow me to send the primary ERA with the secondary claim because some payers require this.
3 votes -
Label copays on invoices and statements
If a client pays a copay, have that payment be listed as a "copay" on the invoice and statement.
5 votes -
Apply payments and write-offs at the same time
Allow me to apply payments and write-offs at the same time without having to save one and navigate to another screen to apply the other.
12 votes -
View CMS 1500 form for all claims regardless of state
Allow me to view the CMS 1500 claim form for all claims, regardless of what claim tab it's in. When a claim has been denied I need to see the claim as it was submitted to be able to identify the error.
1 vote -
Change warning about invoice balance when processing ERAs
Sometimes I apply a write-off before I process the ERA. When I process the ERA I receive a warning that the payment write-off leads to a negative balance, but that's not always the case. Change the message to say it might lead to a negative balance.
2 votes -
Email client when credit card charge is voided
Send an email to my client if I void a credit card charge. Sometimes I accidentally charge their card and if they got an email that I voided it, then it would save from them calling me.
2 votes -
Process credit card payments under $1
Allow me to process credit card payments under $1.
1 vote -
Bulk apply write-offs to invoices when processing ERA payments
When processing ERA payments, allow me to process and write off the remaining balance to multiple claims at one time so I don't have to do each one individually.
19 votes -
Choose credit card processor
Allow me to choose which credit card processor to use in my TheraNest account rather than just having one option.
5 votes -
Adjust invoice address for mailing envelopes
Adjust the address on the invoice so it aligns with the address window on a mailing envelope.
8 votes -
Delete invoice when viewing
If I'm viewing an invoice, allow me to delete the invoice from that view rather than going back to the ledger.
3 votes -
Print invoice with linked progress notes in one PDF
When I print an invoice, allow me to also print any linked progress notes with the invoice line items and have it all generate as one PDF.
2 votes -
Take me to invoice after processing payment from ERA
When I'm working in the ERA Received tab, after I process a payment take me right to the invoice for the client.
2 votes -
Show unapplied payments when accepting payment
When I'm accepting payment and applying it to an invoice, show me any unapplied payments so I don't accidentally overcharge the client.
11 votes -
Allow me to check eligibility without being enrolled in claims processing
Allow me to complete eligibility checks on my clients without having to enroll in claims processing.
1 vote -
Increase character limit of statement footnote
Allow me to write more in the statement footnote so I can notify the client when their balance is due, how to pay, etc.
3 votes -
Change payment date when processing ERAs
When we receive/process a large check from insurance into the system say on the 3rd of the month, but the check date is for the previous month, we have to go into each invoice individually and change the payment date to be within the current month so that it will be correct with payroll. It would be awesome to be able to search for a check in bulk and change the payment date to reflect the processed date.
1 vote -
Option to write off copays with automatic processing
If I have automatic processing enabled for my organization, allow me the option to also write off copays for clients.
1 vote
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