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TheraNest App

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1554 results found

  1. Don't allow staff to record credit card payments

    Allow me to turn off the ability for staff members to record credit card payments because all credit cards should be charged through our integrated payment processor.

    5 votes

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  2. Report on payments per payer

    Allow me to run a report that will display all the payments made by a payer in a set time frame.

    3 votes

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    3 comments  ·  Reporting  ·  Admin →
  3. Modify multi-staff appointments for all members

    After creating a multi-staff appointment or event, a block gets created on every member's calendar. If I want to delete the event, I have to delete each one individually, but I may want to edit, or delete the event for all group members.

    21 votes

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  4. Indicate preferred contact method in client's chart

    When viewing a client's details, allow me to see which contact method is preferred by the client so I know which method to use first.

    22 votes

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  5. Improve the group notes workflow

    Improve the workflow to create a group note for the group and progress notes for each client in the group. Right now it takes too much time to complete the notes and I have to jump to different areas.

    10 votes

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  6. Add zero dollar payments on manual insurance payments

    When working in Manual Insurance Payments, allow me to apply zero-dollar payments.

    3 votes

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  7. Custom appointment reminders per client

    Allow me to create an appointment reminder template for each client so I can send additional information for one client that may need it.

    109 votes

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  8. Move/remove help widget

    Allow me to move or remove the help widget because sometimes its placement interferes with my workflow.

    3 votes

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  9. Show client ID rather than initials on calendar

    When I have the setting to only show the client initials on the calendar, allow me to show the Client ID instead.

    18 votes

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  10. Add progress note DOS in activity log when addendum added

    When a provider adds an addendum to a progress note, include the date of service of the progress note so I can know which progress note I need to review.

    2 votes

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  11. 21 votes

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  12. Create groups for staff members

    Allow me to create groups for staff members so that I can quickly filter to that group on the calendar to send a practice chat message to a specific group.

    2 votes

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  13. Show tasks on the calendar

    If I create a task with a due date, allow me to view that task on the calendar.

    3 votes

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  14. View date on calendar in week view on mobile device

    When viewing the calendar in week view on a mobile device, allow me to see the date under each day without having to rotate my device.

    2 votes

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  15. Require room selection when creating an appointment

    Allow me to make the room selection required when my staff create appointments.

    17 votes

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  16. 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

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    1 comment  ·  Reporting  ·  Admin →
  17. Show availability and appointments in same view

    Allow me to see my availability blocks and scheduled appointments side-by-side.

    7 votes

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  18. Only print selected checkboxes in dynamic forms

    When adding checkboxes to a Dynamic Form, only print the checkboxes that were selected. Right now all of them are displayed (selected and unselected) which can mean we're printing a lot of pages.

    1 vote

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  19. Choose how often billing automation features run

    Allow me to choose how often the billing automation features run. Currently they run every night, and we'd like for them to run more frequently so we can get claims out the door faster.

    1 vote

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  20. Display payer on superbills based on effective date

    Display the payer on the superbill based on the effective date of the payer.

    1 vote

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