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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Remember report filters
When I run a report in TheraNest, have TheraNest remember the filters I used so that if I navigate somewhere else and come back I don't have to reapply those filters again.
20 votes -
Report on missing client signatures
Allow me to run a report that will show which notes are missing the client's signature.
6 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 -
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 -
Report on clients without an upcoming appointment
Allow me to run a report that will show active clients that don't have a future appointment scheduled so that I can contact them about scheduling an appointment.
7 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 -
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 -
Include appointment time in Payroll Report
When running the Payroll Report, include the appointment time and session length.
16 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 -
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 -
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 -
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 -
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 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 -
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 -
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 -
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 -
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
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