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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Edit recurring event title
After creating a recurring event on the calendar, allow me to edit the title of the event/series after. Right now I can only edit a single occurrence, but not the name/title of the whole series.
5 votes -
Search claims in Paid/Processed tab by processed date
Allow me to search the claims in the Paid/Processed tab by processed date rather than the submitted date.
4 votes -
Don't update name changes on previous documentation
When a client changes their name and I change it in the system, only apply that name change to any documents created going forward.
1 vote -
Split service charge across invoices for groups
If I create an invoice for a group appointment, have the charge be split across all members of the group rather than each member getting charged the full amount.
1 vote -
Indicate payment status on appointment
When creating or editing an appointment for a client, allow me to indicate the payment status for that appointment on the actual appointment (prepaid, unpaid, credit, etc.).
3 votes -
Display staff as LastName, FirstName when assigning to clients
When assigning staff to clients, display staff names as LastName, FirstName.
2 votes -
Display co-insurance in left sidebar when viewing a client's details
When viewing a client's details, display their co-insurance for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
1 vote -
Send primary ERA when billing secondary
If I'm billing a client's secondary insurance, allow me to send the primary ERA with the secondary claim because some payers require this.
4 votes -
Display service type description on progress notes
Have the service type description appear on progress notes so clients can see what the code is.
4 votes -
Identify which plan paid in ERA
In the ERA, allow me to view the insurance plan because we have some clients that have two plans under the same payer (e.g. Anthem).
2 votes -
Alert me when a credit card is declined
Send me an in-app alert when a client's credit card is declined or have the alert appear on the client's ledger so I can make sure to update the information as I'm working in the client's profile.
3 votes -
Only marked check boxes should appear on Dynamic Forms
Eliminate large spaces between sections and only show marked check boxes on Dynamic Forms. This will minimize the number of pages long a progress note is.
5 votes -
Provide ICS file for calendar syncing
Allow me to get an ICS file so I can sync my TheraNest calendar with another external calendar.
1 vote -
Drag and drop files from other sources into client's documents
When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.
2 votes -
Select which organization address is displayed on intake forms
We have a different billing address from our location address. Allow me to select whether the location address or send payments to address is listed on the intake form.
5 votes -
Notify me of outstanding balances
Alert me or notify me if a client has an outstanding balance that has exceeded a certain number of days. For example, if a client hasn't paid in 30 days we need to follow up.
6 votes -
Create and send dynamic forms to clients that aren't intake
Allow my providers to create a dynamic form and send it to clients without having to copy it to intake. They make worksheets and assessments for their clients that don't need to be available to everyone as an intake form.
14 votes -
Customize grid for prospective clients list
When viewing the prospective clients list, allow me the option to hide some columns that I don't use.
14 votes -
Sort table when processing existing invoices
When processing existing invoices, allow me to sort the columns in the results table so I can sort it by the provider, DOS, etc.
16 votes -
Goal bank for treatment plans
When creating a treatment plan and adding goals for the client, allow me to pick and insert goals from a goal bank. I use the same goals for a lot of my clients and it would save time to just click and insert them rather than re-typing them.
74 votes
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