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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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 -
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 -
Search claims in Paid/Processed tab by processed date
Allow me to search the claims in the Paid/Processed tab by processed date rather than the submitted date.
4 votes -
Add custom fields to invoices
Allow me to add custom fields to invoices that we can fill in when we create the invoice for a client.
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 -
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 -
Apply payment and submit to claims
Allow me to apply a payment to an invoice and then submit the invoice to claims awaiting submission within the same workflow.
1 vote -
Search for check number in claim tabs
Allow me to search for a check number when working in the Process Claim Payments tab or Paid/Processed tab so it's easier to find the payment I'm looking for.
7 votes -
Delete inactive insurances
If a mistake was made on an insurance that was marked as inactive an Org Admin should be allowed to delete the insurance. This helps to avoid scheduling issues as it is confusing for them when they see 2 identical insurances one marked as active and one marked as inactive.
2 votes -
Need only one Invoice for Group Appointments
If the extra invoice doesn't get zeroed out, Invoicing can be complicated for groups. One invoice would be great!
2 votes -
Set default rendering provider for self-pay clients
Allow me to set a default rendering provider for self-pay clients so that the rendering provider can appear on invoices. Right now I can only set a default rendering provider for clients that use insurance.
5 votes -
Add Page Pagination on Batch Processing
When using Batch Processing it would be helpful if the page showed how many claims were selected (to be added to awaiting submission). Currently there is no way of knowing how many claims were selected other than manually counting, and there is not a confirmation modal to show the action was successful. When utilizing the batch feature batch invoicing asks "are you sure you want to create "this many" invoices" > select yes. The next step is to add to awaiting submission via batch processing - without the amount of claims selected and/or confirmation modal you are not sure if…
0 votes -
View place of service in batch invoicing
Allow me to view the place of service code when Processing Existing Invoices in Batch Invoicing.
9 votes -
Display client flags on the claims tabs
Add Client Flags as a customized grid option when working in the billing claim tabs.
9 votes -
Notate claims that have been auto-processed
Notate which claims have been auto-processed so I can double-check to make sure the funds were received.
2 votes -
Stay on invoice after applying a write-off
Allow me to stay on the invoice after applying a write-off.
2 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 -
Connect to ECHO
Allow me connect to ECHO through TheraNest.
1 vote
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