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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Report on payer's total payment per payment number
Allow me to run a report that will display the total amounts from payers that have the same payment number so that we can reconcile with our bank deposits.
Anthem uses one payment number for multiple clients/payments and having to calculate this by hand is time-consuming.
2 votes -
Add location filter to invoice aging report
Allow me to filter the invoice aging report by location so I can separate invoices by location.
2 votes -
Notify me if an email was undeliverable
I invited a client to the portal and then later realized I entered the wrong email address. Have TheraNest send me a notification if an email I attempt to send was undeliverable.
5 votes -
Include therapist on Client Intake report
When running the Client Intake report, show the therapist(s) assigned to the case.
9 votes -
Separate supervisory review setting for progress notes and treatment plans
Have the "Notes require supervisory review" setting be separated into treatment plans and progress notes. As a supervisor, I only need to review treatment plans, not progress notes.
5 votes -
Add date of payout to payroll report
Add date of payout to therapist in the payroll report
14 votes -
Include email address in Demographic Analytics report
Allow me the option to include the client's email address when running the Demographic Analytics report. I like to email clients within a given intake time frame and right now I have to pull that information from multiple places in TheraNest.
1 vote -
Scheduling: Toggle Days as "Full" and "Available"
Currently, the scheduling allows clients to schedule any day marked as available. However, there are days I am available but already have the maximum number of clients I wish to schedule for that day
For example, if I am available Mondays 11am - 7pm, have 5 recurring clients on Mondays and only wish to see 5 clients on Mondays, clients and colleagues can still schedule addition clients on Mondays. Thus, I could end up having 6 or 7 clients scheduled on Mondays when I only want to see 5 max.
Having the ability to toggle days as "full" would be…
3 votes -
Client Portal Payment History when 'Allow to pay through Portal' is NOT enabled
As of now, you cannot see ANY Payment History if the feature 'Allow payment through Portal' is not enabled or if Banking Information is not used. So if you are receiving cash/check and not using the Credit Card system, the client cannot see their payment history/invoices (included date range also).
3 votes -
Support international client addresses and phone numbers
Allow me to add foreign addresses and phone numbers in a client's details. We provide teletherapy services to clients outside of the country.
10 votes -
Running reports by specific client demographics
Being able to run reports generated by specific criteria would be extremely useful! For instance, I'd really like to send a mass email to clients who are covered by one insurance provider. My only option is to export all clients or active clients without a streamlined way of extracting those I really want to contact. Thanks for your consideration!
10 votes -
Show Practice Name in "from" field
when a message is sent to a client, having the Practice name show up in the email vs the person who sent it. This can be confusing to the clients as they don't know the Admin.
2 votes -
Implement client survey tool to capture feedback
Allow me to send my clients a survey to capture their feedback about their treatment at a certain frequency (e.g., I may want to send these surveys after every session, when their case is closed, etc.).
43 votes -
In Forms make it so signature and date are next to each other
Right now I make it so someone has to type in their name and date which takes up a lot of space in two seperate lines. We need people to do signature and date NEXT to each other and same with initial and/or initial and date. Can this be added to custom forms?
3 votes -
Notify admins of information changes in client portal
As an administrator, notify me when a client makes changes to their information in the client portal (e.g., address, payment method, phone number, etc.).
11 votes -
Set inactivity logout per user
As an admin, allow me to set the amount of time a user is logged out due to inactivity. The amount of time needs to be less for front office staff, but it can be more for people who work in the back office.
9 votes -
Customer Success Program
It would be a great idea to consider assigning new subscribers with a "success coach" for at least the first 30 days to assure they are on the right track with all these neat features you have. Without it can cause high levels of anxiety and frustration. I got an implementation manager for one hour and if I can get on the calendly schedule I may get lucky to get 15 minute session within the next 7 days but what if my issue is urgent! This would be a cool feature for your start up folks. I am drowning over…
2 votes -
notification of CST default
To have some sort of notification for new users that Theranest defaults to CST and to set their time-zone before beginning to schedule.
2 votes -
demographics analysis by location
Add a feature to demographics analytic reports be able to analyze client data by location or address
10 votes -
Payroll Report by Assigned Staff
Is it possible to have the Payroll Report have an option to show by Assigned Staff?
A lot of the insurance companies are rejecting claims for non-licensed therapists when we are putting the supervisor under the Referrer on the claim. We have had to go back, correct claims and resubmit with the supervisor as the Rendering Provider. In talking with TheraNest support, it sounded that your Payroll Report would not work well in this situation. For this reason, is it possible to get this additional option?
6 votes
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