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.
1564 results found
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Display "confidential" stamp on printed clinical documents
Display a "confidential" stamp on signed printed treatment plans, initial assessments, and progress notes.
2 votes -
Display goal and objectives numbers in progress notes
Number the goals and objectives in a client's progress note they way they are numbered in the treatment plan so I can reference a goal/objective number when writing my note.
2 votes -
Display clients as Last Name, First Name in reports
When viewing a report in TheraNefst, have the clients be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting or exporting the report it's easier to find the client I'm looking for.
2 votes -
Download batch payment errors
Allow me to download the errors for batch payments so I can track credit card declines.
4 votes -
Display summary of dynamic client/case form
If I create a dynamic client form or case form that's used multiple times, allow a summary to be displayed of the form in the grid rather than just the date and time, so I don't have to open each one to find the one I need.
2 votes -
Add indicator on the calendar for clients that need a treatment plan review
If a client's treatment plan is up for review, show an indicator on their appointment on the calendar.
2 votes -
Make client details less visually overwhelming
Make the client details page less visually overwhelming. There's a lot of information spread out with links, buttons, and tabs.
2 votes -
Double booking override
If I have double-booking disabled for my calendar, allow me to override that setting when creating an appointment. I may want to make an exception for certain appointments.
9 votes -
Generate task for treatment plan reviews
When a treatment plan is up for review have a task automatically generate in My Tasks.
9 votes -
Send invoices and superbills via secure message
Allow me to send the client's invoice or superbill via a secure message.
7 votes -
Increase visibility of scroll bar in new navigation
The scroll bar in the left-hand navigation is small and blends in with the page making it hard to use.
2 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 -
View client flags throughout TheraNest
Allow me to view the client flags wherever the client name appears in TheraNest.
17 votes -
Add disbursement date to credit card payments in Payroll by Rendering Provider report
Add a column for the disbursement date to the Payroll by Rending Provider report for credit card payments processed in TheraNest to assist with payroll and tracking.
1 vote -
Save created dynamic form elements
When I create a question or text in a form using a dynamic form element, allow me to save just that created element so I can use it in other forms without having to recreate it.
2 votes -
Lock payroll report
Allow me to lock the payroll report or close it out so that any unapplied payments from that pay period get posted to the next payroll period.
8 votes -
Return to the Agenda after creating an invoice
If I create an invoice from the Agenda, then have TheraNest return me to the Agenda after I save the invoice so I can keep creating the invoices for that day.
1 vote -
Have default place of service populate for unbilled appointments
If I create an invoice with a new line item that isn't linked to an appointment, have the place of service be the default place of service I've selected in my organization settings.
3 votes -
Clickable link in appointment notes
If I add a link to the notes field in a client's appointment, make it clickable so I don't have to copy and paste it into my browser.
2 votes -
Add sales tax to an invoice
Allow me to add sales tax to an invoice. We sell products at our office and need to charge a sales tax percent for these items.
2 votes
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