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.
317 results found
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Statement for Family Group
It would be incredibly helpful to be able to send a statement for a family group. For example: We have a families whose members are all in individual counseling at our office. Rather than sending an individual statement for each child and parent, it would be helpful to be able to send a statement/superbill for all of the family's sessions together as juggling so many different accounts gets confusing.
10 votes -
"Applied to Deductible"
Under submitted claims status it would be nice to have an option to chose "Applied to Deductible" to make it more clear from the ledger what actually took place with a claim that was not rejected or actually paid by the insurance company but was applied to the patient's deductible.
10 votes -
Add Reason Code for Claim Denial due to Insurance
Please add a reason code PR___ (maybe PR27?) for claim denial when "services performed after insured's contract expired" so we know the claim was denied due to no insurance. This way we can contact the client right away.
10 votes -
Auto add secondary claim when ERA is processed
Automatically add the secondary claim when I process a client's ERA from their primary payer.
10 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 -
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 -
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 -
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 -
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 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 -
Choose which email when sending invoices and statements
If a client has more than one email address on file or hs a contact in their contact network with an email address on file, allow me to select which email to send the invoice, superbill, or statement to.
9 votes -
Default rendering provider on invoice to staff on appointment
When creating an invoice for an appointment, make the rendering provider default to the staff member on the appointment.
9 votes -
Customize Grid option to ledger
It would be nice to not need to click on the invoice to get the full details of payments from insurance and client and adjustments. Could we have a customizable grid to control what information we see to prevent extra steps?
9 votes -
ledger view - payment history
new updates are very time consuming to keep flipping between the tabs when you are trying to determine where the latest insurance payment was credited. Please at the least put the payment dates back on the fully paid invoice tab
9 votes -
Void & Refund Reporting
We need a way to be able to track voids and refunds - especially when voids end up processing as refunds (as happened to us recently). If they could show on the Credit Card Charges report, that would be great; if not, a separate stand-alone report would work.
9 votes -
Detailed (superbill) receipts
Allow me to include all the required information for insurance reimbursement on the client's payment receipt because it's quicker than generating a superbill.
9 votes -
Add location as a customized grid option when viewing claims
Allow me to customize the grid under the claim tabs to view the location.
9 votes -
Track 1-time payment link emails
We need to be able to see a log from within TheraNest to track that they client received the 1-time payment link in either the contact log or in the activity log
8 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
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