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
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Add process notes page
It would be helpful to have a tab that is designated for process notes that can be labeled as separate from the rest of the medical record. These notes are more detailed by the therapist and are more protected under HIPAA.
38 votes -
Payer aging report
Allow me to run an aging report for payers by client so that I can follow up with payers.
39 votes -
Referral Management System
It would be great to have a system in place where we can send and receive client referrals. Currently we are e-mailing back & forth and it takes too much time as we are growing.
26 votes -
Include a signature line on printed treatment plans
Many of my clients do not want to electronically sign their treatment plans and would prefer to print them. Please add a blank signature line to the print treatment plan page so clients can sign printed paper copies on their plans.
12 votes -
Accept payment when editing an invoice
Allow me to apply a payment when editing the invoice so I don't have to go back to the Ledger.
29 votes -
Move the location of the Get Help button
The Get Help button is in an inconvenient spot. I suggest it be moved to the left side or middle bottom of the screen so that it does not cover up the Enter Notes or signature buttons. I keep hitting it by mistake.
35 votes -
Display staff who created appointment
In an agency where multiple people are responsible for scheduling client appointments it would be helpful to see on the appointment or on the appointment list the staff that scheduled/created each appointment.
6 votes -
Text notification when client schedules an appointment through client portal
As a provider, I want to receive a text notification if a client requests an appointment through the client portal.
9 votes -
Print work or school excuse notes from Agenda
It would be very helpful to have something on the Agenda that would let us print appointment excuses for school and work.
148 votes -
Increase file size limit in general and client documents
Increase the limit for the file sizes I can upload to a client's general documents and clinical documents so I can upload files that are larger than 10MB.
46 votes -
Report on estimated monthly income
I'd like to see what my estimated intake would be each month based on the clients I have scheduled in my calendar. This feature would be helpful with budgeting and predicting income streams.
36 votes -
View set payment amount on clients list
Allow me to customize the Clients list to include the "Set Payment Amount (overrides default)" field on the Client Details page.
9 votes -
Edit room and service type when rescheduling appointments
When rescheduling an appointment to a new appointment, allow me to edit the room and service type.
3 votes -
Notification for double-booking
If I allow double-booking on my calendar, send me an alert when I get double-booked or if appointments overlap so I can review my schedule.
8 votes -
Filter Appointments History Breakdown by date
Allow me to run the Appointments History Breakdown report for a certain date range.
4 votes -
Incorporate reason codes on ERAs
If you could also show the reason codes for denied or adjusted claims on the uploaded ERAs that would save us from having to go back and forth to our processor. Thank you!
30 votes -
Separate client amount due and insurance amount due when viewing ledger grid
When viewing the client's ledger, separate the Balance Due by the client's balance and the insurance balance.
55 votes -
Formatting options for dynamic forms
Would like the ability to format custom forms similar to other word processors:
- Adjust font sizes, colors
- Paragraph styles
- Inserting tables
- Adding images641 votes -
Set payment override amount by service type
Allow me to set a payment override amount based on service type, rather than having it apply to all service types.
6 votes -
Two factor authentication at login
Allow two-factor/multifactor authentication for logging into my TheraNest account.
113 votes
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