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TheraNest App

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1564 results found

  1. Display client's first name and last initial when receiving text response notifications

    As an admin, when I receive a text message that a client has responded to an appointment reminder it only displays the client's first and last initial. Instead, display the client's full first name and last initial. I work with hundreds of clients at my practice and it's hard to determine who texted me when it's just the initials displayed.

    5 votes

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  2. Add tapering instructions to medication in e-prescribe

    When using e-prescribe, allow me to add tapering instructions to medication. For example, a client's dose may be 2x/day for 14 days and then move down to 1x/day for X-many days.

    5 votes

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    1 comment  ·  E-Prescribe  ·  Admin →
  3. View statement headings on all pages

    When I'm viewing a client's statement as a PDF, have the column headings show on each page.

    2 votes

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  4. Filter appointments history breakdown report by provider

    Allow me to run the Appointments History Breakdown report for a specific provider.

    3 votes

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    2 comments  ·  Reporting  ·  Admin →
  5. Allow billers to void & refund payments

    Allow users with billing level permissions to void, refund, or delete payments.

    2 votes

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  6. Prevent progress notes if no treatment plan on file

    If a provider hasn't completed their initial assessment and/or treatment plan, then don't allow them to create a progress note. The assessment and/or treatment plan needs to be completed prior to the provider adding/creating progress notes for the client.

    3 votes

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  7. Select payer when processing existing invoices in batch invoicing

    When I process existing invoices in batch invoicing, allow me to select which payer to add the claim to.

    2 votes

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  8. Multi-sorting in client list

    Allow me to sort the client list by more than one column. For example, I may want to first sort by Primary Payer and then sort by client name so I can see them alphabetically.

    1 vote

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  9. Show number of open cases when viewing the list of clients

    When viewing the list of clients, allow me to see how many open cases each client has.

    13 votes

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  10. Confirm appointment change when dragging and dropping

    Once an appointment is created on the calendar if I click and drag it to a new date/time make me confirm the change before saving the appointment. Sometimes I move appointments accidentally and this sends an email to the client. Then I don't remember the original time of the appointment to move it back.

    8 votes

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  11. Add service type to submitted claims report

    When running the Submitted Claims report, allow me to include the service type/CPT code.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  12. Make sexual orientation a free-text field

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

    3 votes

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  13. Display more future appointments in calendar sync

    When I sync my TheraNest calendar to Google, show more appointments than just 60 days into the future.

    2 votes

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  14. Merge folders under general documents

    If I have more than one folder under a client's General Documents or Clinical Documents, allow me to merge one folder into another.

    1 vote

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  15. Create a 'Select All' button for the demographic filters as well as an option to display by Client ID

    Create a 'Select All' button for the demographic filters as well as an option to display by Client ID

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  16. Display date rage on reports

    When I run a report and export it, show the date filter I applied at the top of the report so I can clearly understand the data I'm reviewing.

    33 votes

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    12 comments  ·  Reporting  ·  Admin →
  17. Add "Fully Paid" indicator group invoices on agenda

    If all the clients in a group appointment have a fully paid invoice, then add the "fully paid" indicator on the agenda, the same one that appears for individual appointments.

    2 votes

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  18. Don't automatically display pre-defined options when typing in mental status

    When clicking into the mental status fields of a progress note, don't automatically display the pre-defined options. Sometimes I just want to enter text without seeing the pre-defined list I can insert.

    1 vote

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  19. Report on group appointments as one unit

    Allow me to run a report that will show whether the group appointment as a whole was kept. The attendance report breaks it down by client/attendee, but we pay our therapists by the hour worked not by the number of clients seen.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  20. Add client initials to treatment plan review email reminders

    When I get an email for a treatment plan review, include the client's initials so I know what client to look for when I login.

    2 votes

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