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TheraNest App

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173 results found

  1. Increase character limit for task notes

    Increase the character limit for the "note" field when adding a task.

    2 votes

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  2. Print practice chat messages

    Allow me to print conversations I have with staff using the practice chat.

    2 votes

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  3. Report on/audit general and clinical documents

    Allow me to run a report that displays all the document names that have been uploaded to a client's general documents or clinical documents, or a way to audit these documents so I can ensure each client has certain documents on file (e.g. a release, cc auth, etc.).

    2 votes

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  4. Indicate which staff are currently logged in

    Allow me to see which staff members are currently logged into our account without having to use the Practice Chat.

    2 votes

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  5. Allow admin control of only showing client initials in synced calendars

    As an admin, allow me to set the preference for having only client initials show in calendars and email alerts for all my staff rather than having them control this setting individually.

    2 votes

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  6. Restrict staff from editing the service type filter on the calendar

    Allow me to restrict staff members from editing the service type filter on the calendar. We have staff members that are hiding some service types which then leads to double booking or missing appointments.

    2 votes

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  7. Access 1099 form in TheraNest

    Allow me to access my 1099 form right within my TheraNest account.

    2 votes

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  8. Change client pronouns in activity log

    When a client makes a change on their client portal, the activity log entries default to the male pronouns. Have the pronouns default to the pronouns the client identifies with.

    2 votes

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  9. Send email confirmation when appointment created without enabling client portal

    Allow me to enable a setting that sends my clients a confirmation when an appointment is created without having to enable the client portal.

    2 votes

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  10. Change suicide verbiage on informed consent intake form

    Change the verbiage about suicide on the Informed Consent intake form. "Committed suicide" should be replaced with something like "died by suicide" or "completed suicide".

    2 votes

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  11. Allow billers to void & refund payments

    Allow users with billing level permissions to void, refund, or delete payments.

    2 votes

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  12. Allow special characters on staff and client names

    Allow me to add special characters to staff or client names.

    2 votes

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  13. Add reminder log to default permissions

    As an admin, allow me to give my front desk staff access to a client's reminder log.

    2 votes

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  14. Access detailed managed billing invoices in TheraNest

    Allow me to access detailed invoices in TheraNest for my managed billing services.

    2 votes

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  15. Education material for TheraNest terms

    Create a resource that defines some of the terms that TheraNest uses in the application (e.g., Active Clients, Intake Date, Registration Date). Sometimes what I consider to be the definition is different than what TheraNest defines.

    2 votes

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  16. Create new POS locations/codes

    The contracts that we work with require different POS codes than what CMS uses. Allow me to create new POS codes for locations so that our records and reporting will be accurate.

    2 votes

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  17. Customer Success Program

    It would be a great idea to consider assigning new subscribers with a "success coach" for at least the first 30 days to assure they are on the right track with all these neat features you have. Without it can cause high levels of anxiety and frustration. I got an implementation manager for one hour and if I can get on the calendly schedule I may get lucky to get 15 minute session within the next 7 days but what if my issue is urgent! This would be a cool feature for your start up folks. I am drowning over…

    2 votes

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  18. Have private description of Service Types

    For each Service Type, it'd be helpful to have an area where I can enter a description that only I can see. Then, rather than having to do a google search or look through my files every time I need a refresher on the details about billing codes, I can simply check the Theranest description.

    For instance, I'd like to be able to list the circumstances that warrant Interactive Complexity, and note how many times the extended session add-ons (99354, 99355) can be used and in combination w/ which other billing codes.

    2 votes

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  19. Create separate tab to manage client portal access

    I wish the manage clients section, had its own tab in the client portal section of the organization.

    2 votes

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  20. Edit color of multiple service types at once

    Allow me to edit the color of multiple service types at once so I can make similar service types the same color without having to edit each one individually.

    2 votes

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