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TheraNest App

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1564 results found

  1. Differentiate clients with the same initials

    When you have the "Show only client initials in Calendar and staff email alerts" setting enabled, it shows the first letter of the client's first and last name. If I have more than one client with the same initials, I can't tell them apart when this setting is on.

    5 votes

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  2. Add insurance payer to Payment Methods report

    Add insurance payer to the Payment Methods report so we can create a summary of total payments received from each individual insurance company not just a total of insurance payments received.

    18 votes

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    3 comments  ·  Reporting  ·  Admin →
  3. Add place of service to detailed attendance report

    Include the place of service when running the detailed attendance report.

    14 votes

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    4 comments  ·  Reporting  ·  Admin →
  4. Display column header on each page of printed PDF reports

    When the Invoice Aging report is printed, the column headings are only on the first page. It would be very helpful to have the column headings printed on each page.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  5. Sound alert for new practice chat message

    Allow me to turn on the option to receive an audible alert when I receive a new practice chat message.

    17 votes

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  6. Customize detailed client report

    Allow ability to customize, add/take away columns in the detailed client report.

    7 votes

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    2 comments  ·  Reporting  ·  Admin →
  7. Add list of clients to contact for next available appointments

    Have a cancellation list (list of people waiting for appointments for a certain week in case of cancellations)

    101 votes

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  8. Send appointment reminders to multiple contacts

    Allow me to send appointment reminders to multiple phone numbers and/or email addresses. Some clients that are children may have divorced parents and both want to be alerted that their child has an appointment.

    385 votes

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  9. Add lab integration

    It would be great for Theranest to interface with a lab company to allow us to order lab tests/studies and get results right inside the EMR.

    13 votes

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    4 comments  ·  E-Prescribe  ·  Admin →
  10. Change service type selection when scheduling appointment via client portal

    When a client schedules an appointment through the client portal, they have to select a service type. Most of our clients don't understand what the service types mean. Also, there could be a lot of service types to choose from since this is set at the therapist level. Change how this works in the client portal to make it easier for our clients to schedule appointments.

    28 votes

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  11. Adjust font in printed documents

    Allow me to adjust the font type and size on clinical documents and invoices.

    45 votes

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  12. Select which staff can view my calendar

    Allow me to choose which staff members can view another staff member's calendar. For example, a supervisor may need to view only their supervisees' calendars but not anyone else's.

    17 votes

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  13. Partial refunds of credit card transactions

    Allow me to apply a partial refund of a credit card transaction. In instances of overpayments, we only need to refund a portion.

    274 votes

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  14. Make statements more visually appealing

    Make the statements more visually appealing. Right now they are very grey and bland.

    2 votes

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  15. Add location filter to the Write-off report

    Allow me to filter by location when running the Write-off report.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  16. Options for Automated Reminders to Clients to Pay Invoices

    I would love to be able to schedule automatic reminders that can be sent to clients to pay invoices by a given date. Many of them either do not give us permission to save/charge their card and/or just forget to check their portal, which means I have to spend additional time checking to see who hasn't paid and then send them follow up reminders.

    18 votes

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  17. Add fax number for primary care physician

    When filling out the information for a client's primary care physician under the Additional Details tab, allow me to add the PCP's fax number.

    3 votes

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  18. Create progress note template library (PIE, DAP, SOAP, PHQ-9 etc.)

    Provide general templates such as PIE, DAP, and SOAP for clinicians to choose from.

    197 votes

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  19. Payroll reports by billed sessions (not by payout)

    We pay our clinicians weekly based upon designated percentages of each insurer's contracted rate for each session kept. This means that we are routinely paying out wages for sessions that have not yet been paid by the insurance company. The current payroll report does us no good because it only reports based upon moneys that have been paid. Nevertheless, we can observed that the system would be highly functional for our payroll process if this one issue could be addressed. The organization of the report is excellent! We would be so grateful if we could run that caliber of payroll…

    45 votes

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    9 comments  ·  Reporting  ·  Admin →
  20. Pull treatment goals and dx codes into custom forms

    Allow me to include the client's treatment goals and diagnosis codes in a custom form. We've created a custom form for our progress notes and want to include this information.

    14 votes

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