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TheraNest App

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1564 results found

  1. Download intake paperwork directly to Clinical Docs

    Currently, all of the intake paperwork completed in the patient portal is downloaded into General Docs. Since this paperwork frequently contains HIPAA protected information, it would be better if could immediately be placed in the Clinical Docs so only the assigned therapist can see it.

    24 votes

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  2. Select all staff members when creating an appointment

    When creating a multi-staff appointment each staff member has to be selected individually, but there should be an option to add all members in one button

    1 vote

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  3. Remove reply-to email when sending invoices and statements

    Remove my email address as the sender when I email a superbill or statement to the client. The sending email is a "do-not-reply", but it lists my name and email address as the "reply-to" email so clients reply to me.

    7 votes

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  4. Automatically delete appointments for archived clients

    When I archive a client, automatically delete all of their upcoming appointments.

    44 votes

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  5. Add previous last name/maiden name field

    Allow me to add a client's previous last name or maiden name to their client details.

    2 votes

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  6. Claim tracking for paper claims

    Allow me to mark which payers use paper claims and a way to track and manage those separately.

    8 votes

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  7. Fill Box 19 on CMS 1500 Form

    Allow me to fill in Box 19 on a client's claim.

    7 votes

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  8. Require diagnosis on Initial Assessment

    If the diagnosis is not entered into the "Initals assessment & diagnostic codes" tab, clinicians can still write and sign their notes, however, a barrier/alert populates when we try to bill. This leads to having to remove signatures and sending requests to the clinicians to enter the diagnosis. Can an alert populate that forces a diagnosis to be entered before moving forward with documentation?

    15 votes

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  9. Display service type description in Payroll by Rendering Provider report

    When running the Payroll report, allow me to view the description of the service type.

    5 votes

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    3 comments  ·  Reporting  ·  Admin →
  10. Share non-intake documents with clients on the client portal

    Allow me to share other documents, outside of intake/custom forms, with clients on the client portal (e.g., session worksheets).

    30 votes

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  11. Set a default place of service per client

    Set a place of service default from the client details page so that any invoice and progress note auto-populates with that place of service.

    43 votes

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  12. Greater distinction for canceled appointments

    When viewing the calendar, it's hard to distinguish between the cancelled appointments and other appointments because they appear in the same bright color. Have a way for the cancelled appointments to still be shown on the calendar, but with a greater distinction between the kept and scheduled appointments.

    139 votes

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  13. Measure treatment success rate and track outcomes in a report

    I'd like to have a treatment summary after treatment ends. I need a way to see the success or failure of client treatment, including outcomes based on specific diagnoses and treatment protocols (i.e. service types/CPT codes).

    94 votes

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    23 comments  ·  Reporting  ·  Admin →
  14. Transfer invoice line items to another invoice

    Allow me to transfer services, unapplied payments, payments, and credits from one invoice to another, or from one client's ledger to another client.

    10 votes

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  15. Turn off option to type in client signatures

    Please allow ability to turn off the type in signature feature as it is not accepted by some states or insurances.

    3 votes

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  16. Change appointment time and service types in progress notes

    There are times that I will have to go over the scheduled timeframe and need to bill a different code. I'd like to change this on the progress note and have it reflected back on the appointment, so our records are accurate.

    23 votes

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  17. Add client address Clients list

    Allow me to customize the grid to include the client's address when viewing the list of clients.

    1 vote

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  18. Automatically send client superbill when credit card is charged

    Allow me to send a superbill to a client when payment is collected.

    57 votes

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  19. Increase date range when searching claims

    Increase the default date range to more than 3 months when searching for claims in a claim tab.

    10 votes

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  20. Store received intake forms individually instead of bundled as one PDF

    When I receive back completed intake forms from a client, have each form stored individually rather than bundled as one PDF.

    16 votes

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