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 -
Report on client ledgers
Allow me to run a report that will show each client's balance, credits, and unapplied payments.
22 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 -
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 -
View all missing progress notes
When running the Missing Progress Notes report, allow me to easily view all progress notes that are missing. Right now I have to rely on a date range and I may be missing some if I don't go back far enough.
18 votes -
Report on intake form status for clients
Allow me to run a report that will show all the intake documents that were sent to clients and the status of each document.
18 votes -
Add insurance payer to Payment Methods report
Add insurance payer to the Payment Methods report so we can create a summary of total payments received from each individual insurance company not just a total of insurance payments received.
18 votes -
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 -
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 appointment time in Payroll Report
When running the Payroll Report, include the appointment time and session length.
16 votes -
Add payment method to the Daily Billing report
Allow me to view the payment method when running the Daily Billing report.
15 votes -
Add CC fees to the Daily Billing report
Show the credit card fees in the Daily Billing report.
14 votes -
Add place of service to detailed attendance report
Include the place of service when running the detailed attendance report.
13 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 -
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 -
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 -
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 -
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
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