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
-
Add service type to submitted claims report
When running the Submitted Claims report, allow me to include the service type/CPT code.
2 votes -
Add filters to Detailed Client report
When running the Detailed Client report, allow me to apply filters so I can view all clients associated with a particular referral source or location.
2 votes -
Add service type filter to missing progress notes report
When I run the missing progress notes report, allow me to filter the results to only include certain service types.
2 votes -
Report on payer's total payment per payment number
Allow me to run a report that will display the total amounts from payers that have the same payment number so that we can reconcile with our bank deposits.
Anthem uses one payment number for multiple clients/payments and having to calculate this by hand is time-consuming.
2 votes -
Add location filter to invoice aging report
Allow me to filter the invoice aging report by location so I can separate invoices by location.
2 votes -
Include Merchant Fee Info in the Payroll Report
It would be convenient to see merchant fees associated with a payment in the Payroll Report.
2 votes -
Report on missing forms
Allow me to run a report that shows which clients have missing forms. It would be easier to run a report rather than go through each client one by one.
2 votes -
Adjust sorting on Detailed Attendance report
When running the Detailed Attendance report and sorting it by Date/Time, the afternoon appointments are listed before the morning appointments for the same date of service.
2 votes -
Add "Units" column to the Payroll Report.
Add "units" column to Payroll Report.
2 votes -
Update Session Unit Report to match billing units
Please update the session unit report to match the units that are billed for a session. It is annoying to have to run a seperate report to find double sessions that occurred in the week.
2 votes -
Add sexual orientation to Export Data report
Include the client's sexual orientation and gender identity in the Export Data report. We run this report a lot because it provides a lot of information in one report.
2 votes -
Report on client retention rate
Similar to the Retention Rate report for therapists, show me which clients have only attended 1 session, 2-5 sessions, etc.
2 votes -
Staff Billing Reports - need to reflect accurately
When I filter by service date, for example to get an accurate account of how much money I made in one week, it's impossible to get an accurate picture, because with however you've formatted the technology, it pulls in anything I've posted during that time. So, if I've posted that I received a payment for a July 23 service date on August 17 when I search the week of August 17, it pulls in that information. But I don't want to see anything related to July 23. I should only be seeing the money I made during the week of…
2 votes -
Add location filter to the Write-off report
Allow me to filter by location when running the Write-off report.
2 votes -
Display column header on each page of printed PDF reports
When the Invoice Aging report is printed, the column headings are only on the first page. It would be very helpful to have the column headings printed on each page.
2 votes -
Show on Payment Methods report if the payment was made on the Client Portal
When running the Payment Methods report, allow me to see if the payment was made on the Client Portal.
1 vote -
Run data export by provider
When running the Export Data report, allow me to first filter it by provider so only the clients assigned to a specific provider are exported.
1 vote -
Sort by all columns in the authorization report
Allow me to sort the columns when viewing the authorization report.
1 vote -
Add payment date to Payroll Report
When running the Payroll by Rendering Provider report, allow me to see the date the payment was made.
1 vote -
Report on active payers
Allow me to run a report to see the active payers we had in a time period and how many clients had each payer.
1 vote
- Don't see your idea?