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TheraNest App

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1564 results found

  1. View CMS 1500 form for all claims regardless of state

    Allow me to view the CMS 1500 claim form for all claims, regardless of what claim tab it's in. When a claim has been denied I need to see the claim as it was submitted to be able to identify the error.

    1 vote

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  2. Return to progress note from e-sign page

    If I'm working on a progress note and click "save and e-sign" allow me to go back to the note if I need to make changes before signing. The "Back to Progress Notes" button takes me back to all the progress notes, not the one I'm currently working on.

    1 vote

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  3. Change warning about invoice balance when processing ERAs

    Sometimes I apply a write-off before I process the ERA. When I process the ERA I receive a warning that the payment write-off leads to a negative balance, but that's not always the case. Change the message to say it might lead to a negative balance.

    2 votes

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  4. Move active clients to prospective clients list

    Allow me to move an active client to the prospective clients list for clients that never showed up for their appointment or never ended up scheduling.

    3 votes

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  5. Don't send appointment reminders for selected appointments

    When I create an appointment in TheraNest, allow me to indicate if the client(s) should receive an appointment reminder for this specific appointment.

    11 votes

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  6. Email client when credit card charge is voided

    Send an email to my client if I void a credit card charge. Sometimes I accidentally charge their card and if they got an email that I voided it, then it would save from them calling me.

    2 votes

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  7. Process credit card payments under $1

    Allow me to process credit card payments under $1.

    1 vote

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  8. Bulk apply write-offs to invoices when processing ERA payments

    When processing ERA payments, allow me to process and write off the remaining balance to multiple claims at one time so I don't have to do each one individually.

    19 votes

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  9. Allow clients to check-in for appointments at a location

    For clients that we see in the office, allow them a way to check-in for their appointment and have them complete any paperwork prior to the sessions.

    4 votes

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  10. Read only access to all cases

    I want certain therapists the ability to view all cases, but only be able to edit/make changes to the cases they are assigned to.

    1 vote

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  11. Staff demographics report

    Allow me to run a report that displays the demographic information for my staff.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  12. Make "Gender" a Dynamic Element

    I would like for the Gender field on the Client's profile to be a Dynamic Element that will populate on Dynamic Forms automatically.

    1 vote

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  13. Choose credit card processor

    Allow me to choose which credit card processor to use in my TheraNest account rather than just having one option.

    5 votes

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  14. Adjust invoice address for mailing envelopes

    Adjust the address on the invoice so it aligns with the address window on a mailing envelope.

    8 votes

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  15. Allow providers to re-invite clients to the portal

    As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.

    2 votes

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  16. Change treatment plan button to "Create/Update Existing Treatment Plan"

    Once a Tx plan has been there, using the "Create Treatment Plan" button automatically makes a copy of the most recent treatment plan.  Change the button to "Create/Update Existing Treatment Plan" so it's more accurate.

    6 votes

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  17. Increase frequency of Google calendar syncing

    Allow me to choose how often my TheraNest calendar syncs with my Google calendar.

    64 votes

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  18. View coinsurance on the Agenda

    Allow me to view a client's coinsurance on the calendar and/or agenda.

    4 votes

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  19. Make it optional to freeze the calendar header

    Allow me the option to freeze the calendar header (filters, days of the week, etc.) because sometimes I may want to see more of my calendar.

    3 votes

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  20. Carryover address from details tab to bill to & insurance tab

    If I update a client's address on their "details" tab, allow me to carry it over or have it be automatically copied to the client's "bill to & insurance" tab so I don't have to type it twice.

    4 votes

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