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
-
Have private description of Service Types
For each Service Type, it'd be helpful to have an area where I can enter a description that only I can see. Then, rather than having to do a google search or look through my files every time I need a refresher on the details about billing codes, I can simply check the Theranest description.
For instance, I'd like to be able to list the circumstances that warrant Interactive Complexity, and note how many times the extended session add-ons (99354, 99355) can be used and in combination w/ which other billing codes.
2 votes -
Add location as a customized grid option when viewing claims
Allow me to customize the grid under the claim tabs to view the location.
9 votes -
Redo Staff Page for Alphabetically
Can an alphabetical sort feature be added to the client list for the staff like it is for the clients?
2 votes -
Specify Balance Responsibility on Invoice Aging Report
When printing an invoice aging report would like to be able to specify balances by insurance or self balances, and specify Unarchived or Archived or both.
1 vote -
Allow therapists to manage client notification settings for each client
As a therapist, allow me to manage which email notifications my clients receive. Right now this can only be managed from the Organization tab (under Client Portal) and I want to specify which of my clients receive which notifications.
3 votes -
Manually upload multiple ERA Files (manual remit)
Under the ERA Received tab, allow me to select multiple files when I click the Manually Upload Files button rather than having to upload them one by one.
1 vote -
drag multiple lines in custom forms at one time
While creating a custom form I wanted to move around some sections but was unable to drag full sections around at one time. It would be great if I could move multiple items/lines in a form at once and place them elsewhere in the form.
3 votes -
Add Client Portal to Clients section
To get to client portal - I have to go to organization. I want to be able to access client portal from client area. so much clicking!
11 votes -
Allow therapists to set self-scheduling preferences
As a therapist, allow me to set whether clients can self-schedule with me on the client portal. I'm responsible for setting and creating my schedule, not the administrators at my practice.
20 votes -
Add notes column to client list
Allow me to customize the client list grid so I can include the client notes from the client details page.
6 votes -
Notify me when someone has viewed my case
Allow me to receive a notification if someone views a case that is assigned to me. Sometimes I notice things get changed and I'd like to know who to follow up with about those changes.
1 vote -
Make "client" or "insurance" selection more obvious when accepting payment
When accepting a payment from the client's ledger, make the selection of client payment or insurance payment more obvious. It's easy to miss and I sometimes end up charging the client because that's the default.
1 vote -
Allow payroll reports for deactivated staff
Allow payroll reports to be run for staff who are deactivated.
5 votes -
Add automatic signature line and ability to highlight and copy text from messages in secure inbox
It is very difficult to write messages in the secure inbox to clients with the editable feature and then the view feature. It would be helpful to have features like an automatic email signature like in Gmail. It is also frustrating that when I go back to my message, after sending it, I cannot highlight to copy the text to send in another message or use in my notes.
6 votes -
Add Reason Code for Claim Denial due to Insurance
Please add a reason code PR___ (maybe PR27?) for claim denial when "services performed after insured's contract expired" so we know the claim was denied due to no insurance. This way we can contact the client right away.
10 votes -
Client portal help
On the client portal registration page where the "i" appears in the upper right hand corner could the word "Help" or "Client Portal Help" be added or moved closer to the center of screen? This would help alert clients of the feature.
2 votes -
Show line breaks in custom forms
The text fields in custom forms do not recognize line breaks. This means that the text is in one big paragraph. It looks very unprofessional, and I cannot use it for reports. When I enter the information and click enter, it appears as though there will be a line break but none shows up on the pdf form. Please add the line breaks to the pdf view of custom forms.
6 votes -
Paid Status -insurance vs cash/credit
I think it would be great if the ledger under paid would differentiate between what insurance paid and what the client paid in cash/credit instead of just the amount paid, if that makes sense. Sometimes it's hard to tell what the client paid themselves vs what insurance paid for a particular session.
I hope this makes sense, if not please let me know how I can clarify because this would really help me out, and I'm sure others, to have this feature. Thanks!2 votes -
Wiley Treatment Planner- be able to save as you go
When creating a Wiley Treatment plan it should save as you go to create a draft, rather than having to start all over if in the middle of a tx plan. I often create a treatment plan over a few sessions and it would be helpful to be able to go through and edit it before it is finalized. Right now, you have to edit and finalize the treatment plan all in one, if you get to the third page and get interrupted or feel like you need more info before you can complete it, you lose everything you have…
2 votes -
Missing Appointments Report
We need the ability to be able to run a report of all progress notes that have been input to Theranest that do not have an appointment associated with them. Basically, a Missing Appointments report (the opposite of the Missing Notes report.)
1 vote
- Don't see your idea?