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TheraNest App

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1564 results found

  1. Add emergency contact to staff details

    Allow me to indicate the emergency contact for a staff member under their details page.

    9 votes

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  2. Filter Progress Note Signature Report by documents with no signatures

    Allow me to filter the Progress Note Signature report to only display progress notes that don't have any signatures attached, so I can more easily filter the documents that haven't been signed by the case worker and provider.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  3. Delete authorizations

    Allow me to delete a client's authorization regardless of it's status.

    1 vote

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  4. Filter clients when sending a secure message

    Filter clients by certain attributes (e.g., self-pay, has insurance, etc.) when sending a secure message to multiple clients.

    7 votes

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  5. Add 180 day option for treatment plan reviews

    Add an option to review the treatment plan in 180 days because we need to review our treatment plans every 6 months.

    13 votes

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  6. Create an appointment reminders schedule per client

    Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.

    4 votes

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  7. Automatically populate end date for medications based on script

    Automatically populate the end date based on the date, time, and quantity of the most recent order prescribed so I don't have to remember to update it each time.

    1 vote

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    2 comments  ·  E-Prescribe  ·  Admin →
  8. See more of the appointment if multiple staff displayed

    If we have a lot of staff and want to see the calendar with multiple staff members, modify the view so the appointments don't look so stacked.

    1 vote

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  9. Remove alert if I've signed the note

    If I receive an alert for a note that needs my signature and sign it from Notes Awaiting signature, remove the alert after I've signed the note.

    1 vote

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  10. Enter numerical value for month when adding a credit card

    When adding a credit card for a client, allow me to enter a numerical value for the month the card expires rather than selecting the month name from a drop-down.

    1 vote

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  11. Remove "undefined" option from legal sex field

    When filling out a client's information, remove the "undefined" option from the Legal Sex field.

    1 vote

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  12. Assign all staff to a client

    When we add a new client, allow me to easily assign all staff members instead of having to assign them one by one.

    3 votes

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  13. Deductible ERA Functionality

    As a biller, it would be more efficient if the 0.00 pays related to the deductible would automatically adjust the client amount due based on the information sent on the ERA.

    3 votes

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  14. Create an EMDR Processor Assessment as a standard note template

    My counselors use EMDR in our practice and it would benefit us if Theranest provided an EMDR Processor Assessment form as option in Notes. I've attached the blank form below. I know Simple Practice EHR offers it.

    2 votes

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  15. 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.).

    8 votes

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    3 comments  ·  Reporting  ·  Admin →
  16. Bulk upload prospective clients

    Allow me a way to bulk upload a list of clients to the prospective clients list.

    2 votes

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  17. Add CALOCUS as an intake form

    Add the CALOCUS as an intake form so I don't have to create it in TheraNest.

    1 vote

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  18. Add emojis to appointment and event titles

    Allow me to add emojis to appointment and event titles.

    2 votes

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  19. Display invoice number on the credit card charges report

    If a credit card payment was applied to an invoice, show the invoice number on the credit card charges report.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  20. Run payroll report by date payment was applied

    Allow me to run the payroll report by the date the payment was applied to the client's ledger rather than the transaction date.

    We collect payments from clients and leave them as unapplied payments until we get the ERA because sometimes the amount the client owes varies and we have to adjust the payment before applying it to the client's ledger. This causes more work when running the payroll report because then we have to backdate it to make sure those payments are included.

    13 votes

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    6 comments  ·  Reporting  ·  Admin →
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