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.
176 results found
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Report on invoice notes
Allow me to run a report that will display the notes that I've added to invoices (invoice footnotes, line item notes, payment notes).
2 votes -
Report on set payment amount
Allow me to run a report that will display the amount entered in the "set payment amount" field of the client's details.
6 votes -
Select all service types when running the detailed attendance report
When I'm running the Detailed Attendance Report, allow me to select all service types so I don't have to click one individually.
1 vote -
Add service type to credit card charges report
When running the credit card charges report, allow me to see what service type that charge was linked to.
2 votes -
Report on pending portal forms
Allow me to run a report that shows all the pending forms for the clients that are assigned to me so that I don't have to go into each client's chart individually.
4 votes -
Include policy number on invoice aging report
Include the policy number on the invoice aging report so I can easily call payers to inquire about the balance without navigating away from the report.
1 vote -
Add email address to clients intake report
When running the Clients Intake report, allow me to include the client's email address.
1 vote -
Report on clients with no diagnosis codes
Allow me to run a report that will display clients who don't have a diagnosis code.
7 votes -
Add appointment staff to No Show Appointments report
When running the No Show Appointments report, allow me to view the staff member(s) who were listed on the appointment.
1 vote -
Change how data is displayed in staff billing report CSV
When I download the Staff Billing report as a CSV, the way the data is laid out makes it really hard to filter. Change how the data is displayed in this report when downloaded so I can more easily and quickly apply filters and sort.
2 votes -
Filter appointments history breakdown report by provider
Allow me to run the Appointments History Breakdown report for a specific provider.
3 votes -
Add service type to submitted claims report
When running the Submitted Claims report, allow me to include the service type/CPT code.
2 votes -
Create a 'Select All' button for the demographic filters as well as an option to display by Client ID
Create a 'Select All' button for the demographic filters as well as an option to display by Client ID
1 vote -
Display date rage on reports
When I run a report and export it, show the date filter I applied at the top of the report so I can clearly understand the data I'm reviewing.
33 votes -
Report on group appointments as one unit
Allow me to run a report that will show whether the group appointment as a whole was kept. The attendance report breaks it down by client/attendee, but we pay our therapists by the hour worked not by the number of clients seen.
1 vote -
Report on fields from intake fields
Allow me to run a report that will display clients' responses to certain fields on my intake forms. For example, I may add additional demographic fields to an intake form and I'd like to run a report based on those fields.
1 vote -
Include appointment time in Payroll Report
When running the Payroll Report, include the appointment time and session length.
16 votes -
Run Service Billing report by service date
Allow me to run the service billing report by service date, rather than invoice date, so I can see what I billed on each date.
5 votes -
Report on clients without an upcoming appointment
Allow me to run a report that will show active clients that don't have a future appointment scheduled so that I can contact them about scheduling an appointment.
7 votes -
Report on missing client signatures
Allow me to run a report that will show which notes are missing the client's signature.
6 votes
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