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 client ledgers
Allow me to run a report that will show each client's balance, credits, and unapplied payments.
22 votes -
Add filters to Detailed Client report
When running the Detailed Client report, allow me to apply filters so I can view all clients associated with a particular referral source or location.
2 votes -
Add service type filter to missing progress notes report
When I run the missing progress notes report, allow me to filter the results to only include certain service types.
2 votes -
Add invoice number to submitted claims report
When running the Submitted Claims report, allow me to include the invoice number.
1 vote -
Add a paid column to the detailed attendance report
I would love to have a Paid colum added to the Detailed attendence report. I use this report for payroll. And with all the different cotnracted rates I would be able to see correctly what we made per week/month.
8 votes -
Report on all appointments
Allow me to run a report that will show information similar to the detailed attendance report, but will include client appointments and non-client appointments.
3 votes -
Include therapist totals on payroll by rendering provider report
When running the Payroll report, include the total payout for each therapist. It's tedious to have to type the therapist's name in the box to get their total.
3 votes -
Allow Unapplied Payments in the Payroll Report
This would be super helpful since it's very common to unapply and re-apply payments multiple times, and that causes payout statuses to be lost.
11 votes -
Add invoice number to payroll by rendering provider report
When running the payroll report, allow me to include the invoice number.
1 vote -
Report on all open cases
Allow me to run a report to view all open cases for our practice without having to input a date range.
17 votes -
Add client's age to the detailed attendance report
Allow me to include the client's age when running the detailed attendance report.
4 votes -
Report on progress notes with no supervisor signature
Allow me to run a report that will display which of my progress notes are missing my supervisor's signature so I don't have to check each note individually.
4 votes -
Report on payer's total payment per payment number
Allow me to run a report that will display the total amounts from payers that have the same payment number so that we can reconcile with our bank deposits.
Anthem uses one payment number for multiple clients/payments and having to calculate this by hand is time-consuming.
2 votes -
Add location filter to invoice aging report
Allow me to filter the invoice aging report by location so I can separate invoices by location.
2 votes -
Include therapist on Client Intake report
When running the Client Intake report, show the therapist(s) assigned to the case.
9 votes -
Include email address in Demographic Analytics report
Allow me the option to include the client's email address when running the Demographic Analytics report. I like to email clients within a given intake time frame and right now I have to pull that information from multiple places in TheraNest.
1 vote -
Running reports by specific client demographics
Being able to run reports generated by specific criteria would be extremely useful! For instance, I'd really like to send a mass email to clients who are covered by one insurance provider. My only option is to export all clients or active clients without a streamlined way of extracting those I really want to contact. Thanks for your consideration!
10 votes -
demographics analysis by location
Add a feature to demographics analytic reports be able to analyze client data by location or address
10 votes -
Payroll Report by Assigned Staff
Is it possible to have the Payroll Report have an option to show by Assigned Staff?
A lot of the insurance companies are rejecting claims for non-licensed therapists when we are putting the supervisor under the Referrer on the claim. We have had to go back, correct claims and resubmit with the supervisor as the Rendering Provider. In talking with TheraNest support, it sounded that your Payroll Report would not work well in this situation. For this reason, is it possible to get this additional option?
6 votes -
Report on diagnosis frequency
Allow me to run a report that displays the top diagnoses treated at my organization.
10 votes
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