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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Remove reply-to email when sending invoices and statements
Remove my email address as the sender when I email a superbill or statement to the client. The sending email is a "do-not-reply", but it lists my name and email address as the "reply-to" email so clients reply to me.
6 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 -
Store default invoice footnote
Allow me to set a default message that appears on all invoice footnotes so that I don't have to type it in each time.
28 votes -
Customize Superbill template
Option to edit the template on the superbill. It will make this option so much more userfriendly!
28 votes -
Edit CMS 1500 form
Allow me to edit and save changes to the CSM 1500 claim forms. Some payers require certain options to be highlighted on the form in order for it to be processed. The only way to do this is to manually edit the claim after it's been denied and resubmit.
31 votes -
Display transaction details for payments throughout client Ledger
The client statement has a column for the transaction description that includes details about the payment number and the type of payment that was received. After charging a credit card, I have no way to go back and know which card was charged when they have more than one on file. Please show the last four digits on the payment history and /or the receipt.
10 votes -
Claim tracking for paper claims
Allow me to mark which payers use paper claims and a way to track and manage those separately.
8 votes -
Fill Box 19 on CMS 1500 Form
Allow me to fill in Box 19 on a client's claim.
6 votes -
Make statements more visually appealing
Make the statements more visually appealing. Right now they are very grey and bland.
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 -
Patient collections
Allow me to track client amounts due, days since owing, last contact, etc. This would allow users to efficiently track clients that owe and follow a clear collections path when needed.
7 votes -
Transfer invoice line items to another invoice
Allow me to transfer services, unapplied payments, payments, and credits from one invoice to another, or from one client's ledger to another client.
10 votes -
Add ability to reactivate inactive insurance
Currently, once insurance is marked as inactive it cannot be made active again (without creating new and re-entering). Please make it so you can change the status back to active again.
72 votes -
Increase date range when searching claims
Increase the default date range to more than 3 months when searching for claims in a claim tab.
10 votes -
Separate insurance credit from client credit in client ledger
It would be helpful to have an insurance credit option along with the clients credit. Currently if there is an insurance credit it goes under clients credit which throws therapist off thinking client has a credit when its actually an insurance credit/overpayment.
4 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 -
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 -
Bill using UB-04 claim form
It would be very beneficial to us if Theranest could support the UB-04 claim form format, as we are licensed as an outpatient d/a facility, and must file on an institutional claim form for some of our payers.
10 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 -
Options for Automated Reminders to Clients to Pay Invoices
I would love to be able to schedule automatic reminders that can be sent to clients to pay invoices by a given date. Many of them either do not give us permission to save/charge their card and/or just forget to check their portal, which means I have to spend additional time checking to see who hasn't paid and then send them follow up reminders.
18 votes
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