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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Display client's first name and last name in separate columns on reports
Have the client's first name and last name appear in separate columns in reports. I export to Excel and having it in separate columns saves me a step of parsing that data.
7 votes -
Report on telehealth sessions
Allow me to run a report that will show each telehealth session, the participants, when everyone joined, and when the sessions started and ended.
7 votes -
Filter invoice aging report by client and insurer
Allow me to filter the invoicing aging report by client and/or by insurer.
6 votes -
Report on set payment amount
Allow me to run a report that will display the amount entered in the "set payment amount" field of the client's details.
6 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 -
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 -
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 -
Payroll Report that is visible only to individual staff
I would like to allow my staff members to see their payroll information in the Payroll report, but block them from seeing other staff members' payroll information.
6 votes -
Automatically run reports
Allow me to schedule reports to run automatically at a certain time every month.
5 votes -
Add reason to the No Show Appointments report
When running the No Show Appointments report, allow me to view the reason if one was entered, similar to the Canceled & Rescheduled Appointments report.
5 votes -
Run Service Billing report by service date
Allow me to run the service billing report by service date, rather than invoice date, so I can see what I billed on each date.
5 votes -
Add payment date to Staff Billing report
Add the payment date to the Staff billing report.
5 votes -
Customize groupings in Retention Rate report
When viewing the Retention Rate report, allow me to customize how the columns are grouped. For example, I may want one column to show 1-3 appointments, rather than 2-5.
4 votes -
Add payment number to daily billing report
Allow me to include the payment number as a customized grid option in the Daily Billing report.
4 votes -
Report on completion time for clinical documentation
Allow me to report on how long it takes our therapists to complete progress notes, treatment plans, and initial assessments. For example, our therapists need to complete progress notes within 24 hours of the appointment and certain assessments within a certain number of days.
4 votes -
Report on pending portal forms
Allow me to run a report that shows all the pending forms for the clients that are assigned to me so that I don't have to go into each client's chart individually.
4 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 -
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 -
Display service type description in Payroll by Rendering Provider report
When running the Payroll report, allow me to view the description of the service type.
4 votes -
Add appointment status to the session units report
When running the Session Units report, allow me to view the appointment status.
4 votes
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