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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Make calendar & agenda filter separate for showing non-client events
Make the setting "show non-client events" function separately on the Calendar and Agenda. I may want to view non-client events on the Calendar, but not on the Agenda.
8 votes -
Set payment override amount by case
Allow me to set the payment override amount by case rather than at the client level.
1 vote -
Prompt for signature after approving note
As a supervisor, allow me to apply my signature after approving the note rather than going back in to sign in.
1 vote -
Indicate if payment was HSA/FSA
When charging a client's credit card, allow me to indicate if the card used was an HSA/FSA card.
1 vote -
Report on client portal users
Allow me to run a report that will show all the clients and contacts that have access to the client portal, any pending invitations, and the number of incomplete forms.
1 vote -
Don't immediately send new appointment/changed appointment emails
When I create a new appointment for a client or edit an existing appointment, don't send them an email right away. Sometimes I may make a mistake and I want to be able to correct it before they get the email.
7 votes -
Change default to weekly when scheduling recurring appointments
When scheduling recurring appointments have the default be "weekly" because that's used more often than "monthly".
10 votes -
Send intake forms to clients via text message
Allow me to send forms to clients via text message for them to fill out on their phones.
5 votes -
Notate who staff are credentialed with
Allow me to notate somewhere in TheraNest which payers/insurers my therapists are credentialed with.
7 votes -
View claim number in claim tabs (non-Apex)
As someone who doesn't submit claims through Apex, allow me to customize the claim tabs so that I can view the claim number.
3 votes -
Permission to upload files
As an admin, allow me to set who has access to uploading files to a client's General Documents or Clinical Documents.
2 votes -
Remove organization name from dynamic forms
Allow me to remove my organization's name from dynamic forms so only the logo appears.
1 vote -
Automatically run reports
Allow me to schedule reports to run automatically at a certain time every month.
6 votes -
Allow org admins to unlock approved progress notes
As an org admin, allow me to unlock progress notes that have already been approved in case further edits need to be made. Similarly to how I can remove signatures from signed progress notes.
6 votes -
Create service types per provider
We have a large practice and our providers each have different rates. Allow me to set up service types for each provider rather than having one large list of organization-wide service types.
7 votes -
Add clients to group and existing telehealth appointments
If I have a group with existing telehealth appointments on the calendar and add a client to the group, have them added to the telehealth appointments with a link so I don't have to recreate the appointment.
1 vote -
Charge one co-pay per session per day
I was wondering if there's a way to set up a preference for the system to only charge 1 copay per day? When there are 2 sesions in 1 day, let's say a fam session and individual.
1 vote -
Notify contact network of appointment changes
If I change or cancel a client's appointment, send a notification to the client's contacts in their contact network.
3 votes -
Pop-up alerts when accessing a client's details
Allow me to create alerts that pop-up when anyone navigates to the client's details.
6 votes -
Have "group all appointments onto single claim" checked by default
When creating invoices, have the "group all appointments onto a single claim" checked by default so I don't have to check it every time.
6 votes
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