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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Create report that shows credit card expirations
It would be really helpful to have a report that can be pulled showing cards that are expired or reaching expiration date so we know to contact the patient for new CC and can remove the old one.
23 votes -
Filter Appointments History Breakdown by date
Allow me to run the Appointments History Breakdown report for a certain date range.
4 votes -
Payroll reports by billed sessions (not by payout)
We pay our clinicians weekly based upon designated percentages of each insurer's contracted rate for each session kept. This means that we are routinely paying out wages for sessions that have not yet been paid by the insurance company. The current payroll report does us no good because it only reports based upon moneys that have been paid. Nevertheless, we can observed that the system would be highly functional for our payroll process if this one issue could be addressed. The organization of the report is excellent! We would be so grateful if we could run that caliber of payroll…
45 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 -
Add or remove archived clients in reports
When running certain reports, allow me the option to include or not include archived clients.
68 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 -
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 -
Create custom reports
Allow me to create a custom report by selecting information/data fields from a list.
243 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 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 -
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 -
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
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