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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Show planned interventions from last note on appointment block
When viewing a client's appointment on the calendar, allow me to see the Planned Interventions or Plan information that was entered on the last progress note.
7 votes -
Increase character limit for task notes
Increase the character limit for the "note" field when adding a task.
2 votes -
Display insured ID # in left sidebar when viewing client details
When viewing a client's details, display their insured ID # for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
8 votes -
Stay on invoice after applying a write-off
Allow me to stay on the invoice after applying a write-off.
2 votes -
Add custom fields to invoices
Allow me to add custom fields to invoices that we can fill in when we create the invoice for a client.
1 vote -
Allow therapists to create client flags
As a therapist, allow me to create a flag for my client. I may need to create a flag to notate something clinically important that other staff need to be aware of.
2 votes -
Change "sex" field in client details & portal
Change the "sex" field in client details and on the client portal because it doesn't reflect the terms we use.
2 votes -
Change default demographic fields to "Not yet selected"
When viewing a client's demographic fields, change the default from "Undefined" to "Not yet selected", because sometimes "Undefined" is an accurate description so it would be easier to differentiate between what fields a client has filled out vs. what they haven't.
1 vote -
Generate client IDs without initials
When I click to generate an ID for a client, have it generate without the client's initials.
1 vote -
Choose which email when sending invoices and statements
If a client has more than one email address on file or hs a contact in their contact network with an email address on file, allow me to select which email to send the invoice, superbill, or statement to.
10 votes -
Remove numbers from titles on intake forms
Remove the numbers that precede the titles when viewing an intake form.
27 votes -
Indicate if client wants to receive voicemails
Under a client's contact information, allow me to indicate if a client wants to receive voicemails so if I call them I can reference this information without having to remember.
5 votes -
Add proof of identification to client details
Allow me to indicate in the client's details that they provided proof of identification.
1 vote -
Auto-populate service location to note and invoice
Please allow a way for service location to auto populate to match the DOS on the note AND invoice. The current workflow is causing a lot of rejections due to providers not remembering to update the location on notes.
6 votes -
Add payment number to payment methods report
Allow me to see the payment number when running the payment methods report.
2 votes -
Group appointments onto single claim from batch invoicing
Allow me to group a client's appointments onto a single claim from batch invoicing so I don't have to go to the individual invoice to make this selection.
2 votes -
Apply payment and submit to claims
Allow me to apply a payment to an invoice and then submit the invoice to claims awaiting submission within the same workflow.
1 vote -
Add time filter to the calendar
Add a time filter to the calendar so I can hone in on a specific part of the day.
2 votes -
Make reports run faster
Make the reports run faster because sometimes it takes several minutes to pull a report in TheraNest.
2 votes -
Delete staff members
Allow me to delete staff members from my TheraNest account instead of just archiving them.
6 votes
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