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TheraNest App

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1564 results found

  1. Keep search inputs in clients list

    Keep the search inputs I entered when searching the Clients list and switching between active and all clients.

    3 votes

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  2. Add a floating save button to custom form editor

    When using a long custom form the screen has switched and cancelled out a great deal of work that I had to restart. Similarly it is difficult to have to scroll to the top and bottom each time to save to prevent this problem. A floating save button would be an amazing feature. I also wish forms would autosave in general so that I wouldnt have to use the save button at all.

    4 votes

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  3. Batch invoicing by location

    Allow me to select a location to bill for when creating batch invoices.

    4 votes

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  4. Create separate tab to manage client portal access

    I wish the manage clients section, had its own tab in the client portal section of the organization.

    2 votes

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  5. Add "Units" column to the Payroll Report.

    Add "units" column to Payroll Report.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  6. creating autofill for client payment options

    It would be very helpful if you could allow users to select or create the way your autofill feature works for client payment options. For example, I use "other" for the service by which my clients pay for services, rather than cash, but I can't select a way to use autofill the way that makes the most sense for me.

    1 vote

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  7. Include payment notes in Payment Methods report

    When running the Payment Methods report, include the payment notes field. I usually write the check number in this field and want that information displayed in the report.

    6 votes

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    0 comments  ·  Reporting  ·  Admin →
  8. Don't include DOS of initial assessment in missing progress notes report

    When running the missing progress notes report, don't include dates of service where an initial assessment was completed. Our initial assessment acts as the note for that day and a progress note isn't necessary.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  9. Send Portal Invite Via Text Message

    Sometimes email addresses get messed up and the client never recieves the portal invite to get started. Could the admin have the option to send a link to start the portal through text. This way the invite will not get buried in their inbox and they can put in their information even faster.

    2 votes

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  10. Ability to remove all clients from a group

    Current behavior is that you need to have 2+ clients assign to a group before removing any clients. Looking to have the ability to remove any amount of a clients from a group.

    13 votes

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  11. Client Portal Indicator During Batch Statements

    Add feature to see if a client has an active client portal so provider/support staff can deselect and not prepare those for mailing.

    1 vote

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  12. Clinician Directory

    Hello,

    I'm not sure if this already exists, however, another EHR had advertised that they provide a directory exclusively for the clinicians who use their product. I would love to see a theranest directory to promote clinicians!

    Erica

    1 vote

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  13. Add Date last seen to open case report

    You should add the date last seen to the open cast report, so that we could quickly see if there are any case that need to be close or archived.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  14. supervison progress reports signature per Insurance company

    We would like to have the 'sign progress notes under supervison' be specific to the Insurance company.
    We have one that only requires the clinical director to sign off in the log that she is supervising. And another that requires the signature on the note.
    And self pay clients it is only required to be in the file that she is supervising and signing off.

    1 vote

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  15. ERAs

    When an ERA is uploaded from the clearing house. It needs to contain full information. Sometimes, the ERAs are retraction and adjustments and the data uploaded is not containing the DOS, the reason for retraction so, I have no way to accurately reply other than going to the clearing house.....
    Need all info uploaded.

    5 votes

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  16. Notes by month

    A way to filter notes by month or timeframe. Sometimes it takes some time for supervisors to approve notes to then sign them (I'm unlicensed). This function would allow us to find notes dating in a certain timeframe rather than going through each client's file.

    2 votes

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  17. Send portal messages to email

    If a client messages me from the client portal, have it directed to my email similar to how it's done when case notes are signed.

    2 votes

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  18. Display scheduling conflict when creating appointment

    When I'm creating an appointment on the calendar and it tells me there's a conflict for that date & time, show me what the conflict is so I can easily remedy it.

    3 votes

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  19. Allow double booking by provider only

    Allow providers to double book appointments but don't allow clients to double book on the client portal.

    3 votes

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  20. Manage staff caseloads

    Allow me to manage a staff's caseload by adding/removing clients or moving them to another therapist so I don't have to go into each client's chart.

    4 votes

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