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TheraNest App

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1564 results found

  1. Exclude insurance amount from invoices

    Allow me to exclude the insurance amount from invoices like I can with statements.

    3 votes

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  2. Create private clinical notes

    Allow me to create psychotherapy notes that are private as part of exceptions to the open notes mandate.

    16 votes

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  3. Don't have 15-min appointments take up 30-min blocks on the calendar

    A 15-minute appointment takes up a 30-minute block on the calendar causing appointments to appear to be overlapped. This makes it difficult to read the calendar.

    2 votes

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  4. Limit number of appointments per day or week

    Allow me to limit the number of clients I see per day or per week.

    16 votes

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  5. Enable ability to see history of one time payment links sent.

    Either a report, history, or in the Activity Log.

    19 votes

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  6. Report on deposits/withdrawals to my account

    Allow me to run a report that displays all the deposits and withdrawals made from TheraNest out of my bank account so I know I can track the transactions related to client refunds, credit card processing fees, subscription fees, etc.

    17 votes

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  7. ledger view - payment history

    new updates are very time consuming to keep flipping between the tabs when you are trying to determine where the latest insurance payment was credited. Please at the least put the payment dates back on the fully paid invoice tab

    9 votes

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  8. Show write-offs on invoices and superbills

    If I apply a write-off, have it displayed on the client's invoice.

    8 votes

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  9. Add a paid column to the detailed attendance report

    I would love to have a Paid colum added to the Detailed attendence report. I use this report for payroll. And with all the different cotnracted rates I would be able to see correctly what we made per week/month.

    8 votes

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    0 comments  ·  Reporting  ·  Admin →
  10. Keep test client in TheraNest

    Have the test client from my TheraNest trial remain active in my account so if I need to see how something works or see what something looks like on the portal I can use the test client.

    8 votes

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  11. Report on all appointments

    Allow me to run a report that will show information similar to the detailed attendance report, but will include client appointments and non-client appointments.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
  12. Filter fully paid and in progress claims out of batch processing

    In batch processing add the ability to filter claims that are fully paid, or in progress. Currently all claims show up in batch processing. It would be helpful if only the not submitted/paid ones showed.

    24 votes

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  13. Add signature to secure messages

    When sending a secure message from TheraNest to the client portal, allow me to include my signature.

    37 votes

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  14. Make it more obvious where to add a client's insurance

    Make it more obvious in TheraNest where to add a client's insurance information. The "Add New Insurance" button is at the bottom of the screen and it's easily overlooked.

    1 vote

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  15. View assigned staff when viewing all cases

    When viewing all cases for a client, allow me to see the assigned staff to each case. Right now I have to open each case individually to view that information.

    3 votes

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  16. Include therapist totals on payroll by rendering provider report

    When running the Payroll report, include the total payout for each therapist. It's tedious to have to type the therapist's name in the box to get their total.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
  17. Populate behavioral definitions in progress notes

    If I enter information in the Behavioral Definitions field of a treatment plan, have that information populate into progress notes.

    3 votes

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  18. Add ability to send one time payment link for multiple invoices

    Make it possible to send a 1-time payment link for multiple invoices to the same client?
    Right now you have to send 1 link per invoice.

    21 votes

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  19. Automated birthday message to clients

    Allow me to set a birthday message that is automatically sent to clients on their birthday.

    25 votes

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  20. Draft secure messages

    When sending a secure message to a client, allow me to compose and save a draft. I may need to jot some things down and then come back to edit and send later.

    17 votes

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