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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Add write off amount to the staff billing report
Display any write-off amounts when running the Staff Billing report.
8 votes -
Create custom reports
Allow me to create a custom report by selecting information/data fields from a list.
243 votes -
Report on client and case forms
Allow me to report on client or case forms that show when the form was completed and if there's a signature attached.
13 votes -
Report on credit card deposits
Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts.
Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the deposits/fee debits.
27 votes -
Add staff member who made status change to the No Show Appointments report
When running the No Show Appointments report, allow me to view the staff member who changed the status of the appointment, similar to how it's displayed in the Canceled & Rescheduled Appointments report.
1 vote -
Payer aging report
Allow me to run an aging report for payers by client so that I can follow up with payers.
39 votes -
Report on estimated monthly income
I'd like to see what my estimated intake would be each month based on the clients I have scheduled in my calendar. This feature would be helpful with budgeting and predicting income streams.
34 votes -
Filter Appointments History Breakdown by date
Allow me to run the Appointments History Breakdown report for a certain date range.
4 votes -
Add Client ID to all reports
Allow me to run reports with just the client ID and not the client's name in cases where I need to download or print the report.
66 votes -
Add rendering provider and filter to the Invoice Aging report
Allow me to view and filter by the rendering provider when running the Invoice Aging report.
88 votes -
Report on missing, expiring, and unsigned treatment plans
Allow me to run a report that will show all clients that have missing, expiring, and/or unsigned treatment plans.
288 votes -
Report on therapists' hours
Allow me to run a report that will display each therapist's billable and non-billable hours for a specific period of time and their pay rate.
62 votes -
Add column for staff to Payments and Payment Methods report
I run a clinic with several staff members. Would it be possible to implement a feature in the Reports section that breaks down payments and payment methods, not only by client, but by staff member as well? Alternatively, it would help to implement payment methods into the "Daily Billing" report section by staff member. It's very difficult to manage as the system is currently is set up. Thanks!
30 votes -
Add report that will pull information filled in from dynamic forms
There are specific fields that we use with our clients, such as household size, and past military service information. It would be great to be able to export or download a spreadsheet with the clients' names and this additional field data.
22 votes -
Report on number of clients seen per therapist
Allow me to run a report that displays the number of clients a therapist has seen over a given time period.
67 votes -
View payer fee schedules in billing reports
Add the Payer Fee Schedule from the insurer section to Billing Reports in TheraNest.
0 votes
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