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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Always display diagnosis codes on statements
Always displays the client's diagnosis code(s) when printing a statement.
1 vote -
Have "group all appointments onto single claim" checked by default
When creating invoices, have the "group all appointments onto a single claim" checked by default so I don't have to check it every time.
5 votes -
Group appointments onto single claim from batch invoicing
Allow me to group a client's appointments onto a single claim from batch invoicing so I don't have to go to the individual invoice to make this selection.
2 votes -
Show clients flags on ledger
Allow me to view the client's flag(s) when on their ledger.
17 votes -
Populate box 10d on CMS form
Have TheraNest populate box 10d on the CMS 1500 form.
1 vote -
View client flags in batch invoicing
Allow me to view client flags when creating or processing invoices in Batch Invoicing.
13 votes -
Indicate if allowed to charge saved credit card
Allow me to notate if we have permission to charge a client's saved credit card. Our clients must sign a credit card authorization form before we can charge their card. When clients pay online and save their card, it populates in TheraNest but they may not have given us permission to use it.
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 -
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 -
Notify me when a payment is made to my client's ledger
If I'm assigned to a client, send me a notification when a payment is made to their ledger.
1 vote -
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 -
Edit invoices dated prior to 2021
Allow me to edit invoices that are dated prior to 2021.
3 votes -
Show zero dollar amounts on statements
Allow me to include zero dollar amounts/paid invoices on statements so the client can see all invoices within a date range in the statement.
3 votes -
Indicate if no credit card is on file
When accepting payment and selecting Credit/Debit Card, indicate if there is no credit card on file. We've had therapists accidentally select this thinking they are charging the client's credit card and then we have a discrepancy with the credit card charges report.
4 votes -
Reset invoice numbers
Allow me to reset the invoice numbers or set the number from where invoices should start from.
2 votes -
Display progress note status when creating invoices
When I create an invoice for a client, allow me to see if the progress note has been completed so know if I can submit the claim.
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 -
Populate "Signature on File" in box 31 of claim form
Allow me to populate "Signature on File" in box 31 of the CMS 1500 form for specific staff members.
1 vote -
Fill box 14 for Medicare claims
Allow me to edit the claim or have TheraNest pull over information so box 14 is filled out.
5 votes -
Send portal login link with 1-time payment link
If I send a 1-time payment link to a client, have the patient portal also linked in the email that they receive so if the link expires they have the link to the portal to log in and pay.
4 votes
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