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TheraNest App

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1564 results found

  1. Indicate if appointment is a makeup session

    Allow me to indicate if an appointment is a makeup session to help us know that clients are making up for canceled or missed appointments.

    1 vote

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  2. Add the Edinburgh Perinatal/Postnatal Depression Scale (EPDS) as an intake form

    Add the Edinburgh Perinatal/Postnatal Depression Scale (EPDS) as an intake form so I don't have to recreate it in TheraNest.

    4 votes

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  3. Add billing provider to the payroll reports

    Allow me to see the billing provider when running the payroll reports so I can review supervisory billing.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
  4. Upload PDFs as Dynamic/Intake forms

    Allow me to upload a PDF document and send it as an intake form so I don't have to recreate the form in Dynamic Forms.

    13 votes

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  5. Personalize skin tone on practice chat emojis

    Please give the option to personalize skin tone on the emojis in Practice Chat. It would be really amazing for our BIPOC community to be able to express themselves in the skin color that they belong in.

    2 votes

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  6. Hide or remove tabs from clients and cases

    I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.

    21 votes

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  7. Show on Payment Methods report if the payment was made on the Client Portal

    When running the Payment Methods report, allow me to see if the payment was made on the Client Portal.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  8. View place of service on client's ledger

    When I'm viewing a client's ledger and all of their open invoices, allow me to see the place of service code associated with each invoice.

    2 votes

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  9. Allow ERA to auto process with posted client payment

    When you automate ERA processing, an ERA will not auto process if there is a client payment posted to an invoice. Our practice collects copays and coinsurance at time of service, so the vast majority of our invoices have client payments posted to them.

    1 vote

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  10. Move diagnosis codes to its own tab in the case

    Move diagnosis codes to its own tab in the case so it's easier to update them.

    25 votes

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  11. Add payment note to receipt

    When I apply a payment to a client's ledger, have the payment note show on the receipt.

    1 vote

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  12. Therapist knowledgebase

    Therapist knowledgebase changes could not be more difficult to navigate. Can we please have it changed back where we can search for an issue?

    1 vote

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  13. Add conditional logic to Dynamic Forms to show/hide elements

    Allow me to add conditional logic to show/hide form elements based on a client's response to a previous question.

    1 vote

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  14. The option to pull the Total Uninvoiced Amount by Kept appointments

    The customer would like the Total Uninvoiced Amount column to pull the totals by Kept appointments or at least the option to pull only by Kept Appointments. The customer does not want to see the uninvoiced amounts for Canceled or Rescheduled appointments.

    1 vote

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  15. Add sorting & filtering to notes awaiting signature

    Allow me to filter and sort by the available columns when viewing the Notes Awaiting Signature page.

    4 votes

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  16. Add print and download actions to the activity log

    When a staff member prints or downloads anything from TheraNest, record that action in the Activity Log.

    7 votes

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  17. Back up TheraNest to Google Drive

    Allow me to back up my client's information, forms, and clinical documents to my Google Drive account.

    1 vote

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  18. Search by more than one client when creating new invoices

    When working under Batch Invoicing → Create New Invoices, allow me to search by more than one client.

    1 vote

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  19. Manually mark a client's insurance eligibility

    Allow me to manually mark a client's insurance eligibility for those we can't check through TheraNest.

    1 vote

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  20. Add my organization's website on invoices, superbills, and statements

    Allow me to include my organization's website on invoices, superbills, and statements.

    4 votes

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