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TheraNest App

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1564 results found

  1. Save payroll by rendering provider report to staff documents

    When I run the Payroll report by rendering provider, allow me to save a copy to the staff member's documents without having to save the PDF and upload it.

    2 votes

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    2 comments  ·  Reporting  ·  Admin →
  2. Report on billing transactions per client

    Allow me to run a report that will display all the billing transactions per client.

    8 votes

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    2 comments  ·  Reporting  ·  Admin →
  3. Add referrer to clients list

    When viewing the list of active clients, allow me to customize the grid to include the referrer/referral source.

    2 votes

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  4. Support digital pens for clinical documentation

    Allow me to write my clinical documentation using a digital pen/stylus (e.g., iPad pen).

    6 votes

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  5. Require documentation to be completed within a given timeframe

    Allow me to set a timeframe for when providers need to complete progress notes, initial assessments, and treatment plans and send them a notification.

    5 votes

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  6. Custom appointment reminders per provider

    As a provider, allow me to customize one appointment reminder template that my clients receive. Right now, the organization customizes the message, but I'd like to change it for my clients only.

    12 votes

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  7. Make gender identity a free-text field

    When we enter the client's gender identity or when a client enters their gender identity on the client portal, make it a free-text field instead of a drop-down field.

    9 votes

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  8. Notify admins when appointment is canceled

    As an admin, send me a notification when an appointment is canceled because I like to stay on top of my staff's appointments.

    4 votes

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  9. Report on invoice notes

    Allow me to run a report that will display the notes that I've added to invoices (invoice footnotes, line item notes, payment notes).

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  10. Have the contact log on the same tab as the progress notes

    Allow me to view my contact log notes and progress notes in the same list so I can see everything at once.

    3 votes

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  11. Edit date added in prospective clients list

    When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.

    7 votes

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  12. Report on set payment amount

    Allow me to run a report that will display the amount entered in the "set payment amount" field of the client's details.

    6 votes

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    2 comments  ·  Reporting  ·  Admin →
  13. Allow therapists to re-open closed cases

    Allow therapists to re-open closed cases as long as they were assigned to the case originally.

    1 vote

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  14. Edit payment amount when sending 1-time payment link

    When sending a 1-time payment link, allow me to change the amount that I'm sending to the person. We may send a 1-time payment link to both parents in instances of divorce and they each may only be responsible for a certain portion.

    3 votes

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  15. Display special characters/other languages on intake forms

    We serve a lot of clients who are speaking different languages, however, after they submit an intake form using their language the forms we received are garbled and don't come back with their language's characters.

    3 votes

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  16. Add portal messages to client's general documents

    When I receive a secure message from a client through the client portal, allow me to transfer or save that message to the client's general documents so I can a record of their communication in one place.

    10 votes

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  17. Populate "Signature on File" in box 31 of claim form

    Allow me to populate "Signature on File" in box 31 of the CMS 1500 form for specific staff members.

    1 vote

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  18. Add addendum to treatment plans

    Allow me to add an addendum to treatment plans like I can do with progress notes and initial assessments.

    12 votes

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  19. Automatically sort staff names alphabetically in calendar staff filter

    By default, have the staff names in the staff filter on the calendar sorted alphabetically by last name unless I change it from my calendar preferences.

    5 votes

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  20. Add review date to dynamic forms

    Allow me to add a review date to dynamic forms so I can be reminded of when I need to review them/update them.

    8 votes

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