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 payers to the detailed attendance report
When running the detailed attendance report, allow me to include the client's primary, secondary, and tertiary payers.
17 votes -
Remove client name from billing reports
When running billing reports, allow me to customize the grid to remove the client's name. I want to print the report without their name or only their ID so their identifying information isn't shown. Sometimes we have to show these reports to people outside of our organization.
25 votes -
Add email address to clients intake report
When running the Clients Intake report, allow me to include the client's email address.
1 vote -
Save payroll by rendering provider report to staff documents
When I run the Payroll report by rendering provider, allow me to save a copy to the staff member's documents without having to save the PDF and upload it.
2 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 -
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 -
Add service type to submitted claims report
When running the Submitted Claims report, allow me to include the service type/CPT code.
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 staff to Credit Card Charges report
Add the staff name to the Credit Card Charges report so I can see who took the charge.
41 votes -
Add staff filter to detailed attendance report
When running the Detailed Attendance Report, allow me to filter the report by staff member so I can view one staff member's attendance at a time.
7 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 -
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 -
Filter appointments history breakdown report by provider
Allow me to run the Appointments History Breakdown report for a specific provider.
3 votes -
Report on billing transactions per client
Allow me to run a report that will display all the billing transactions per client.
8 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 -
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 with no diagnosis codes
Allow me to run a report that will display clients who don't have a diagnosis code.
7 votes -
Add invoice number to payroll by rendering provider report
When running the payroll report, allow me to include the invoice number.
1 vote
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