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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Include Merchant Fee Info in the Payroll Report
It would be convenient to see merchant fees associated with a payment in the Payroll Report.
2 votes -
Report on client's school
Allow me to report on the client's employer or the school they attend. The Employment field will display in reports, but the Employer does not.
3 votes -
Create a report that contains the names of the clients, Therapist and the date they were last archived.
Currently you can get a list of archived clients. It would be great if you could have a report that contained the archived clients and the last date they were archvied. This type of report would help with the apporpriate retention of records.
8 votes -
Breakdown age further in Demographic Snapshot
When running the Demographic Snapshot report and viewing the client distribution by age, have more age brackets to help inform our marketing and hiring. For example, break down the 0-25 age bracket further (e.g., 0-6, 7-12, etc.).
10 votes -
Report on missing forms
Allow me to run a report that shows which clients have missing forms. It would be easier to run a report rather than go through each client one by one.
2 votes -
Missing Appointments Report
We need the ability to be able to run a report of all progress notes that have been input to Theranest that do not have an appointment associated with them. Basically, a Missing Appointments report (the opposite of the Missing Notes report.)
1 vote -
Add Preset Date Filters to Reports
On the detailed attendance report, can you add the following to the date range drop downs?
This Week
Last Week
This Month
Last Month
This Year
Last Year
These are easy ways to look at period of time without having to type in the dates.1 vote -
Exclude write-offs on Invoice Aging report
Allow me the option to exclude write-offs on the Invoice Aging report as I don't consider accounts with write-offs as past due.
3 votes -
Add Client 'Bill To' information to Export
This would be to perform a quarterly internal audit to ensure that we have a parent/guardian for [active and archived] clients under the age of 18 for billing purposes.
1 vote -
Adjust sorting on Detailed Attendance report
When running the Detailed Attendance report and sorting it by Date/Time, the afternoon appointments are listed before the morning appointments for the same date of service.
2 votes -
Add "Units" column to the Payroll Report.
Add "units" column to Payroll Report.
2 votes -
Include payment notes in Payment Methods report
When running the Payment Methods report, include the payment notes field. I usually write the check number in this field and want that information displayed in the report.
6 votes -
Don't include DOS of initial assessment in missing progress notes report
When running the missing progress notes report, don't include dates of service where an initial assessment was completed. Our initial assessment acts as the note for that day and a progress note isn't necessary.
1 vote -
Add Date last seen to open case report
You should add the date last seen to the open cast report, so that we could quickly see if there are any case that need to be close or archived.
1 vote -
Update Session Unit Report to match billing units
Please update the session unit report to match the units that are billed for a session. It is annoying to have to run a seperate report to find double sessions that occurred in the week.
2 votes -
Add sexual orientation to Export Data report
Include the client's sexual orientation and gender identity in the Export Data report. We run this report a lot because it provides a lot of information in one report.
2 votes -
Create new report for declined credit card charges
It would be nice to be able to have all declined credit card charges available in one list to ensure all charges have been resubmitted with out having to go through each client to check.
25 votes -
Add staff permission for viewing and editing payroll reports
Make a separate staff permission for viewing and editing the payroll report because I don't want certain people seeing what has already been paid out.
9 votes -
Report on client retention rate
Similar to the Retention Rate report for therapists, show me which clients have only attended 1 session, 2-5 sessions, etc.
2 votes -
Include diagnosis codes in reports
When running reports in TheraNest, allow me to include the client's diagnosis code(s).
34 votes
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