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TheraNest App

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1564 results found

  1. Allow for multiple intake dates

    Allow for multiple intake dates for clients. Some clients may be discharged and then come back for services, but the intake date remains to when they were first entered into the system and we need to capture each time they were brought in for services.

    38 votes

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  2. Make race a free-text field

    When a client fills out their demographic information on the client portal or when I fill it out in TheraNest, make the "race" field a free-text field instead of a drop-down.

    2 votes

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  3. Appointment Times in ledger

    There is no time displayed for appointment times in the ledger. If a client is seen several times in one day, and I am trying to change/edit/delete an invoice, I click around so many times within the ledger to try to figure out which invoice number to delete if there's invoices on the same date. Please add appointment times within the ledger view.

    2 votes

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  4. Report on diagnosis frequency

    Allow me to run a report that displays the top diagnoses treated at my organization.

    10 votes

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    3 comments  ·  Reporting  ·  Admin →
  5. Option to open new case when unarchiving client

    When unarchiving a client a new case is automatically opened, but sometimes we don't need a new case we want to open the previously closed case. Allow me the option to either open a new case or open a previously closed case when unarchiving a client.

    6 votes

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  6. Display initial assessment addendums at the top

    If I create an addendum for an initial assessment (such as adding diagnosis codes), then allow me to view that addendum at the top of the page when viewing the initial assessment so I can quickly see the updated information without having to scroll down to the bottom.

    5 votes

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  7. Add a General Documents tab at the practice level

    There should be a "Practice Documents" tab for general , practice-wide PDFs etc like within the client details. Should be on the line with Agenda Calendar Clients ,etc probably should be next to Dynamic Forms.

    3 votes

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  8. Allow searching for client name using partial characters

    When searching fast it would be nice to search say "jamie knott" quickly as "ja kn".

    22 votes

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  9. Include Merchant Fee Info in the Payroll Report

    It would be convenient to see merchant fees associated with a payment in the Payroll Report.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  10. Include the client's legal first name on the agenda

    Include the client's first name, preferred name, and last name on the agenda. I need to know the client's legal first name as I'm doing insurance checks.

    1 vote

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  11. Statements not showing Invoice or Statement numbers

    To have the Invoice and Statement number removed if desired on Statements and if the same Rendering Provider to show the name only once.

    2 votes

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  12. uniform 'billable rate' on all invoices and then show our 'written off' amount.

    We have a speech Language clinic. We want to show a uniform 'billable rate' on all invoices and then show our 'written off' amount. This is different per payor source depending on our contracts. I'd like to have a way we can show this consistently per payor source instead of having to manually enter each time.

    2 votes

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  13. Be able to specify one email address that Theranest correspondence comes from

    Change it in the system to make all our portal notices (i.e. intake forms / statements etc) come from our admin email address (i.e. contact@practicename.com) rather than the individual email addresses each person uses to login.

    Per Theranest: "There's not currently a way to set one specific email address for Client Portal invites and forms to come from. Depending on the staff member signed in and doing the sending, that will be the email address the message will come from -- their email address on file in TheraNest."

    27 votes

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  14. Prevent a client from being double booked

    Similar to staff not being able to be double booked, prevent a client from being double booked.

    25 votes

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  15. Closed Captioning for Virtual Appts.

    Virtual Platform needs closed captioning for hard of hearing clients.

    4 votes

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  16. Select Place of Service when Creating Appointment

    Allow me to select the pace of service code when creating an appointment.

    19 votes

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  17. Create {{Location Name}} placeholder for appointment reminders

    Add a placeholder in reminders for LOCATION NAME instead of just the address.

    29 votes

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  18. lines between the day of the week darker

    I schedule multiple doctors on each day. It is very hard to see the line between the days of the week. I would like to see a dark line seperating the days of the week. The days look like they run together.

    7 votes

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  19. Remove service type from synced calendars

    Don't display the service type on synced calendar appointments.

    4 votes

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  20. Report on client's school

    Allow me to report on the client's employer or the school they attend. The Employment field will display in reports, but the Employer does not.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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