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
-
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 -
Report on client ledgers
Allow me to run a report that will show each client's balance, credits, and unapplied payments.
22 votes -
Allow Unapplied Payments in the Payroll Report
This would be super helpful since it's very common to unapply and re-apply payments multiple times, and that causes payout statuses to be lost.
11 votes -
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 -
Display date rage on reports
When I run a report and export it, show the date filter I applied at the top of the report so I can clearly understand the data I'm reviewing.
33 votes -
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 -
Payroll Report by Assigned Staff
Is it possible to have the Payroll Report have an option to show by Assigned Staff?
A lot of the insurance companies are rejecting claims for non-licensed therapists when we are putting the supervisor under the Referrer on the claim. We have had to go back, correct claims and resubmit with the supervisor as the Rendering Provider. In talking with TheraNest support, it sounded that your Payroll Report would not work well in this situation. For this reason, is it possible to get this additional option?
6 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 -
Running reports by specific client demographics
Being able to run reports generated by specific criteria would be extremely useful! For instance, I'd really like to send a mass email to clients who are covered by one insurance provider. My only option is to export all clients or active clients without a streamlined way of extracting those I really want to contact. Thanks for your consideration!
10 votes -
Report on all open cases
Allow me to run a report to view all open cases for our practice without having to input a date range.
17 votes -
Include therapist on Client Intake report
When running the Client Intake report, show the therapist(s) assigned to the case.
9 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 -
Staff Billing Reports - need to reflect accurately
When I filter by service date, for example to get an accurate account of how much money I made in one week, it's impossible to get an accurate picture, because with however you've formatted the technology, it pulls in anything I've posted during that time. So, if I've posted that I received a payment for a July 23 service date on August 17 when I search the week of August 17, it pulls in that information. But I don't want to see anything related to July 23. I should only be seeing the money I made during the week of…
2 votes -
demographics analysis by location
Add a feature to demographics analytic reports be able to analyze client data by location or address
10 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 diagnosis frequency
Allow me to run a report that displays the top diagnoses treated at my organization.
10 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 -
Add payment date to Staff Billing report
Add the payment date to the Staff billing report.
6 votes
- Don't see your idea?