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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Map TheraNest fields to the 837 file
Provide a "map" that tells us which Theranest field populates which loop of the EDI 837.
Sometimes I can find the error in the EDI 837 but can't figure out where to go in Theranest to make the change that will correct it.1 vote -
Recognize Client Payment has Already been received when using "Process Payment Adjustment"
It would be nice if the "Process Payment Adjustment" option would recognize that a client payment has already been received and not try to automatically shift the copay amount to the client specified by the PR-3 adjustment.
2 votes -
Report on service type usage
Allow me to run a report to show how often a service type is used and the date it was last used.
1 vote -
Client-level activity log
Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
3 votes -
Add rating scale as a dynamic form element
Allow me to add a rating scale as a dynamic form element where the ratings appear horizontally.
5 votes -
Edit or revoke text after sending
When I send a text message to a client, allow me the option to edit or revoke it before it gets sent to the client.
2 votes -
Maintain historical appointment information in previous time zone
If I update my time zone, keep my historical appointment information in the previous time zone rather than update it to the new time zone.
2 votes -
View client flags in batch invoicing
Allow me to view client flags when creating or processing invoices in Batch Invoicing.
14 votes -
Prevent staff from viewing a specific client
Allow me to lock a specific client's profile that prevents other staff from viewing their information. Sometimes we may get a client that one of us knows personally, and we don't want to change everyone's permission but just prevent them from viewing that one client.
8 votes -
Don't require a location when adding a client
When I add a client to TheraNest, don't require me to indicate a location for the client. We have clients that move across locations and I don't want a location to default when creating an appointment.
1 vote -
Show practice name in synced calendar appointments
When viewing my appointments in my synced calendar, have the practice name displayed because I work across multiple practices that use TheraNest.
1 vote -
Link to client's details from secure messaging
When viewing a secure message, have the client's name link directly to their details like it does in other areas of TheraNest.
2 votes -
View claim number in claim tabs
Allow me to easily view the claim number in the claim tabs. When I talk to payers they typically refer to claim numbers and it would be easier to find the correct client and claim if I could search by this in TheraNest.
8 votes -
Show original reference number on rejected claim tab
When viewing the Rejected/Denied claim tab, allow me to view the original reference number.
3 votes -
View all invoice information without scrolling
When viewing a client's invoice I want to view all of the information without having to scroll.
2 votes -
Display last kept appointment date when creating progress note
When creating a progress note for a client, allow me to see the date of the last kept appointment.
2 votes -
Display client flags on the claims tabs
Add Client Flags as a customized grid option when working in the billing claim tabs.
9 votes -
Add Medicaid ID field to client's insurance
When adding a payer for a client create a new field to enter the Medicaid ID or Medicare MBI number as this is a different number outside of the Plan ID or Group ID.
4 votes -
Search for check number in claim tabs
Allow me to search for a check number when working in the Process Claim Payments tab or Paid/Processed tab so it's easier to find the payment I'm looking for.
7 votes -
Warning when archiving a client with open cases
Warn me when I try to archive a client that still has open cases so I can close the case before archiving the client.
1 vote
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