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TheraNest App

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1564 results found

  1. Remove signature option for clients on progress notes

    Allow me to remove the option to allow clients to sign progress notes. We don't want clients signing their notes and we don't want our therapists to accidentally select this option.

    2 votes

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  2. Select "sex" when adding insurance to a new client

    Please let us pick the legal sex of the Insured instead of having to input it into the Client Details page first, OR let us save the information we already input on the Insurance page instead of losing all data because we have to pick the legal sex on the Client Details page first.

    2 votes

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  3. Disable "copy from last session" button for clinical documents

    As an admin I want to prevent my providers from copying a clinical note/document from the last session because they should be writing unique notes every time.

    7 votes

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  4. Allow org admins to set a staff's calendar preferences

    The director should be able to set calendar preferences for staff. It would be much quicker for one person to be able to set this up than training and waiting for each staff member to do this on their own.

    2 votes

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  5. Reorder goals in the treatment plan

    After I've entered goals in a client's treatment plan, allow me to reorder them so I don't have to delete them and re-enter them.

    7 votes

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  6. Copy note from a specific session

    When copying a progress note, allow me to select which date of service to copy from rather than the last one.

    24 votes

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  7. Add CC fees to the Daily Billing report

    Show the credit card fees in the Daily Billing report.

    15 votes

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    3 comments  ·  Reporting  ·  Admin →
  8. Charge saved payment method without entering CVV

    Allow me to save a card on file and charge it later without having to enter the CVV for the first charge.

    12 votes

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  9. Add special characters to progress note addendums

    Allow me to add special characters to addendums in progress notes.

    1 vote

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  10. Customize treatment plan templates

    Allow me to create a custom treatment plan template similar to how I can create custom progress note templates using Dynamic Form elements.

    144 votes

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  11. Adjust filter results in Manual Insurance Payments without losing data

    When working in Manual Insurance Payments, if I've started to enter write-offs and payments but realize I may have missed a service date in the payment, allow me to adjust the date filter without losing all the data I've entered.

    1 vote

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  12. Display times in military time

    Please allow the time to be changed to military time format instead of the AM/PM method.

    1 vote

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  13. Add message when sending one time payment link

    Allow me to include a message when sending a one-time payment link to a client.

    6 votes

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  14. Customize initial assessment template

    Allow me to create a custom initial assessment template similar to how I can create custom progress note templates using Dynamic Form elements.

    133 votes

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  15. Switch back to old navigation

    Allow me the option to switch back to the old navigation.

    24 votes

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  16. Filter the invoice aging report by claim status

    When viewing the Invoice Aging report, allow me to see the claim status and filter by this status.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
  17. Report on eligibility checks

    Allow admins to run a report to see who performed an eligibility check and on which clients.

    3 votes

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    2 comments  ·  Reporting  ·  Admin →
  18. Provider pay rates per client

    If our providers refer someone that ends up becoming their client, that provider gets an extra 5% for that client's sessions. There currently isn't a way for a provider to have multiple pay rates, or tie those rates to a client.

    4 votes

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  19. View ERA payments by payer

    Allow me to see ERA payments for each payer including the total amount and where the payment was allocated.

    1 vote

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  20. Show payment method when viewing invoice details

    When viewing the details of an invoice show whether it was a client payment or insurance payment under "Invoice Payments and Refunds" and "Unapplied Payments".

    11 votes

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