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TheraNest App

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1564 results found

  1. Add a paid column in the client ledger

    There is only a written off and total amount. For our practice it would be helpful to have the Paid amount. The written off is an insurance write off and not what we in actuality took in. I would like a Paid Amount between the Total and written off

    19 votes

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  2. Display session number in progress note

    Number the notes for us so that we do not have to manually count how many sessions we have conducted with our clients? This helps with certain insurance groups that limit our sessions. Thank you!

    66 votes

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  3. Write reviews for treatment plans

    When my treatment plan is up for review, allow me to write a review summary for the current treatment plan rather than editing the old one or writing a whole new one.

    128 votes

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  4. Add service type to appointment reminders

    Allow me to include the service type in text and email appointment reminders.

    5 votes

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  5. Unarchive groups

    Allow me to unarchive a group.

    36 votes

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  6. Automatically mark submitted claims to paid claims w/o us lowering the amount we bill the insurance.

    Please try to automatically mark the submitted claims as paid, when the ERAs are downloaded in Theranest. We have to manually update these claims a few times on different pages so that they will show up as paid.
    I know that if we bill the amount that we contract with the insurance, these claims are updated automatically, however this is not recommended since it will prevent future increase in rates.
    The way the current system works, takes a lot of time and it is confusing.

    21 votes

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  7. Include session start and end times on progress notes

    Allow me to enter the start and end time of the session on a progress note because payers require this and it's easier to enter the times than adjust the duration.

    192 votes

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  8. Schedule recurring/automatic payments

    For clients that are on payment plans, allow me to set up scheduled or recurring payments for a set amount.

    199 votes

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  9. Room Number Syncing To Google Calendar

    Our practice has been using “location” to specify which room, since we have only one address (it’s a building and suite number). Now that you offer a drop down for room # we can change the location function to the address and specify the rom # under “room.” However, when you sync the calendar with Google calendars the room number does not appear on the google calendar.

    18 votes

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  10. Select which goals appear on progress notes

    Allow me to select which goals appear on the client's progress note for that session. I only want the relevant goals that we worked on in that session to appear, or none at all, rather than having all of their goals appear.

    163 votes

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  11. Add ability to merge duplicate cases

    If a second case has been opened for a client it would be nice to be able to merge it with the old case.

    64 votes

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  12. Ability to manually mark a claim as submitted

    There are times when you have to print off a claim and fax/mail it to the insurance company rather than submit it electronically. There is currently no way to track this in Theranest. It would be nice to be able to manually mark a claim as submitted without actually submitting it electronically.

    80 votes

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  13. Bulk sign progress notes

    Allow me to bulk sign my progress notes to speed up my documentation.

    101 votes

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  14. Display the day of the week in client Appointment History

    It would be really helpful to see what day of the week a client has appointments in the "Appointments" page of their client account. Instead I have to go back and forth to the calendar to verify what days of the week they come in.

    49 votes

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  15. Designate clients as private pay

    Allow me to designate a client as private pay so that I can run billing reports for insurance clients separate from private pay clients.

    95 votes

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  16. Add Client ID to all reports

    Allow me to run reports with just the client ID and not the client's name in cases where I need to download or print the report.

    66 votes

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    22 comments  ·  Reporting  ·  Admin →
  17. Add ability to create progress notes and view linked notes from client Appointments list

    I wish when i clicked on a clients profile and selected appointments, it would show if a note was missing and allow me to enter it from there.

    102 votes

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  18. Customize first appointment email

    Allow me to customize the first appointment email so I can include text about our cancellation policy or invite them to join the client portal.

    21 votes

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  19. Edit existing referral sources

    I'd like the ability to edit my referral sources. Right now, I can only archive a referral source, but if their place of work changes, or their name changes, or I want to add information about them, I have to archive and create a "new" referral source. It would be much better to be able to edit them.

    21 votes

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  20. Increase font size in calendar

    Allow me to increase the font size when working in the calendar.

    27 votes

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