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 appointment notes to Detailed Attendance report
Include any appointment notes on the Detailed Attendance report.
10 votes -
Report on missing group notes
Allow me to run a report that will show any missing group notes, similarly to how I can run a report to show any missing progress notes.
9 votes -
Include therapist on Client Intake report
When running the Client Intake report, show the therapist(s) assigned to the case.
9 votes -
Add staff permission for viewing and editing payroll reports
Make a separate staff permission for viewing and editing the payroll report because I don't want certain people seeing what has already been paid out.
9 votes -
Report on staff caseloads
Allow me to run a report to view all active clients assigned to a staff member.
9 votes -
Return to missing progress note report after creating note
When I run the missing progress notes report and create a progress note, allow me to return to the report. Right now I have to keep re-running the report and it's a cumbersome process.
8 votes -
Lock payroll report
Allow me to lock the payroll report or close it out so that any unapplied payments from that pay period get posted to the next payroll period.
8 votes -
Mark payouts as "paid" in the payroll data export
When running the Payroll Data Export, allow me to mark items as paid out like I can in the Payroll by Rendering Provider report.
8 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 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 -
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 -
Add write off amount to the staff billing report
Display any write-off amounts when running the Staff Billing report.
8 votes -
Report on clients with insurance
Allow me to run a report that shows all the clients that have insurance and the details about their insurance (copay amount, coinsurance amount, etc.).
7 votes -
Report on all emails sent to clients
Allow me to run a report that will show all the emails that have been sent to my clients (superbills, password reset emails, etc.) and if the email was opened or not.
7 votes -
Show progress note status on detailed attendance report
When running the Detailed Attendance report, allow me to see if a progress note has been completed/signed for that appointment.
7 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 clients with no diagnosis codes
Allow me to run a report that will display clients who don't have a diagnosis code.
7 votes -
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 -
Customize detailed client report
Allow ability to customize, add/take away columns in the detailed client report.
7 votes -
Add ability to show/hide archived service types in reports
Allow me the option to include archived service types when running reports. When the active and archived service types are displayed, the list gets long and difficult to sort through.
7 votes
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