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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Report on demographics of clients served within a time period
Our organization receives grants and we have to provide detailed demographic reporting for the clients that we've serviced during a given time period (e.g., % of clients served within a specific city, % of clients that were low-income, etc.). Allow me to run one report for this in TheraNest because right now I have to run several reports.
2 votes -
Customize grid in payroll report
When running either of the payroll reports in TheraNest, allow me to customize the grid so I can remove certain columns.
2 votes -
Report on claim processing fees
Allow me to run a report that will show me how much I've paid in claim processing fees for a given time period. I need to report on this for tax purposes.
2 votes -
Ignore date range when running the closed cases report
Allow me to run a report that displays the closing disposition for all my closed cases. Right now I have to enter a date range and I want to see all cases without having to remember the date I need to enter.
2 votes -
Include claim number in billing reports
Allow me to view the claim number when running billing reports.
2 votes -
Copy from last session based on date of service
When I add a progress note from the missing progress notes report and copy it from the last session, have it copy from the last session based on the date of service rather than the last completed note.
2 votes -
Add payer to detailed client report
Add the client's payers to the Detailed Client report so I can break our clients down by insurance categories. The Export report has information that I don't need and I want to run the report within TheraNest.
2 votes -
Show client flags in detailed attendance report
Allow me to see the client flags when running the detailed attendance report.
2 votes -
Report on client appointments where times overlap
Allow me to run a report that will show any appointments a client has that overlap. For example, a client may have back-to-back appointments with different providers and we need to ensure these appointments don't overlap due to payer restrictions.
2 votes -
Separate date and time data in reports
For most reports that include a date and time, these are reported together in the same column. Have them be separate columns so the data is easier to work with if I export it to Excel.
2 votes -
Add payment number to payment methods report
Allow me to see the payment number when running the payment methods report.
2 votes -
Show CC fees in payroll report
Allow me the option to view the credit card fee in the payroll because I pay my staff based on what they took in, which would be the amount minus any credit card fees.
2 votes -
Change credit card sum processing time
Currently, the sum deposited into my account reflects all transactions processed before 4 PM CT. Change it to midnight so that it's easier to reconcile with reports.
2 votes -
Export Dynamic Form data to Excel
Allow me to export completed dynamic form data to excel so we can aggregate certain information for research purposes.
2 votes -
Add staff member to grid in write-off report
When running the write-off report, allow me to view the staff member in the results grid.
2 votes -
Add referral source to Session Units report
When running the Session Units report, allow me to view the referral source of the client(s).
2 votes -
Add service type to credit card charges report
When running the credit card charges report, allow me to see what service type that charge was linked to.
2 votes -
Report on invoice notes
Allow me to run a report that will display the notes that I've added to invoices (invoice footnotes, line item notes, payment notes).
2 votes -
Save payroll by rendering provider report to staff documents
When I run the Payroll report by rendering provider, allow me to save a copy to the staff member's documents without having to save the PDF and upload it.
2 votes -
Change how data is displayed in staff billing report CSV
When I download the Staff Billing report as a CSV, the way the data is laid out makes it really hard to filter. Change how the data is displayed in this report when downloaded so I can more easily and quickly apply filters and sort.
2 votes
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