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 date range to demographic snapshot report
Allow me to run the Demographic Snapshot report for a date range.
3 votes -
Add payment number to daily billing report
Allow me to include the payment number as a customized grid option in the Daily Billing report.
4 votes -
Return to missing progress note report after creating note
When I run the missing progress notes report and create a progress note, allow me to return to the report. Right now I have to keep re-running the report and it's a cumbersome process.
8 votes -
Report on clients with insurance
Allow me to run a report that shows all the clients that have insurance and the details about their insurance (copay amount, coinsurance amount, etc.).
7 votes -
Copy from last session based on date of service
When I add a progress note from the missing progress notes report and copy it from the last session, have it copy from the last session based on the date of service rather than the last completed note.
2 votes -
Report on all emails sent to clients
Allow me to run a report that will show all the emails that have been sent to my clients (superbills, password reset emails, etc.) and if the email was opened or not.
7 votes -
Report on clients with risks identified on assessment or progress note
Allow me to run a report that will display clients who have had one or more risks selected under the "Risk" section of an initial assessment or fields filled out under the "Risk Assessment" of a progress note.
1 vote -
Staff demographics report
Allow me to run a report that displays the demographic information for my staff.
1 vote -
Add payer to detailed client report
Add the client's payers to the Detailed Client report so I can break our clients down by insurance categories. The Export report has information that I don't need and I want to run the report within TheraNest.
2 votes -
Show client flags in detailed attendance report
Allow me to see the client flags when running the detailed attendance report.
2 votes -
Quick filters for daily billing report
Allow me to quickly filter the daily billing report for a specific time frame (e.g., Today, Yesterday, This Week, This Month, etc.) because it would be faster than putting in the dates.
1 vote -
Report on un-collected co-pays
Allow me to run a report that shows any co-pays that haven't been collected.
3 votes -
Run payroll report by date payment was applied
Allow me to run the payroll report by the date the payment was applied to the client's ledger rather than the transaction date.
We collect payments from clients and leave them as unapplied payments until we get the ERA because sometimes the amount the client owes varies and we have to adjust the payment before applying it to the client's ledger. This causes more work when running the payroll report because then we have to backdate it to make sure those payments are included.
11 votes -
Report on completion time for clinical documentation
Allow me to report on how long it takes our therapists to complete progress notes, treatment plans, and initial assessments. For example, our therapists need to complete progress notes within 24 hours of the appointment and certain assessments within a certain number of days.
4 votes -
Report on client appointments where times overlap
Allow me to run a report that will show any appointments a client has that overlap. For example, a client may have back-to-back appointments with different providers and we need to ensure these appointments don't overlap due to payer restrictions.
2 votes -
Separate date and time data in reports
For most reports that include a date and time, these are reported together in the same column. Have them be separate columns so the data is easier to work with if I export it to Excel.
2 votes -
Automatically run reports
Allow me to schedule reports to run automatically at a certain time every month.
5 votes -
Lock payroll report
Allow me to lock the payroll report or close it out so that any unapplied payments from that pay period get posted to the next payroll period.
8 votes -
Report on missing group notes
Allow me to run a report that will show any missing group notes, similarly to how I can run a report to show any missing progress notes.
9 votes -
Report on client goals
Allow me to run a report that shows all the active goals for every client and the status of each goal. We need to report on this for our CARF accreditation.
1 vote
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