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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Allow providers to sign completed portal forms
Allow a space for the therapist/provider to sign the intake paperwork after the client has completed it without having to download the form and reupload it.
18 votes -
Link custom forms to appointments
When using a customized form for clinical documentation, allow me to link the form to a scheduled appointment, similar to how it works for progress notes.
49 votes -
Automatically apply ERA check number to payment number on invoice
Please add check number of the insurance payment when processing the ERAs on my behalf.
83 votes -
Add rendering provider and filter to the Invoice Aging report
Allow me to view and filter by the rendering provider when running the Invoice Aging report.
89 votes -
Alert for when a client has been closed for 7 years
Have a program that will keep track of the date that you "archive" a client as a close out-and you will be alerted when the file has been closed for 7 years-so you know when you are able to shred the paper documents. And then to also be able to fully delete the client from TheraNest.
62 votes -
Archive or delete practice chat messages
Allow me to delete or archive practice chat message threads.
35 votes -
Add ASAM assessment tool
For those of use who deal with chemical dependency, it would be extremely helpful if there was an ASAM assessment tool we could use.
15 votes -
Report on missing, expiring, and unsigned treatment plans
Allow me to run a report that will show all clients that have missing, expiring, and/or unsigned treatment plans.
301 votes -
Add access to client General & Clinical Documents
The Client Portal has the client intake forms submitted as a pdf file to the General Documents section of TN, but the app has no way to access the document storage portions of the EHR.
Ultimately, the app is of very little use unless you have a therapy session with an existing client and do not need to access any documents at any point of the session. (Which you have no way of knowing.) If I ever need to access any of that information, I need to open a browser window on my ipad and get it that way, so…
8 votes -
Change CPT code in ledger
Sometimes I want to change the CPT code right before I save and add for submission to insurance. It would be nice if I could do that on that screen instead of having to delete the invoice, go back to calendar, change the CPT, and recreate the invoice.
88 votes -
Accept ACH payments from clients
In addition to the credit card options for payments, allow my clients to make payments using ACH.
166 votes -
Fax documents from TheraNest
Allow me to fax documents from TheraNest.
275 votes -
Automatically copy address from client to insured
It would be helpful and time saving if I could poke a button to copy the address info that was entered for the client to the insured's info - perfect for when client is spouse or child of insured!
30 votes -
Wiley Homework Planner and/or document library
Offer the Wiley Homework Planner along side the other planners and/or provide a document library within which documents can be stored and assigned to clients.
35 votes -
Automatically assign appointments to staff assigned to client
When I make an appointment, automatically assign the therapist that's assigned to the client instead of assigning the staff member that is creating the appointment.
20 votes -
Add ability to duplicate existing appointment and appointment details
It would be helpful to be able to copy a calendar appointment and maybe drag it to another date and time on the calendar, without having to input all the information again.
27 votes -
Refund or negative payment options
I've found it difficult and messy to try to track or even enter any situations in which client or insurance has overpaid and I need to issue a refund. I would like to accurately enter the amount which insurance has paid, even if it is over the remaining balance. Perhaps we could have the option to then apply the overage amount as a refund to either client or insurance. Also, there are times when insurance will retract a payment - it would be great to be able to enter a note somewhere with payments or be able to document this…
247 votes -
Search by client name or event title in calendar
When we go to the schedule a patient, most of them ask when is their next appointment. It would be better if we could search their name right on the calendar schedule and it pop up with their next appointments scheduled instead of having to go back to clients and go into details and then appointments. Then we lose our spot on the schedule and have to go back to it.
86 votes -
Share form templates with other TheraNest users
Allow me to share my Dynamic Form templates with other TheraNest users and have them share their forms with me.
110 votes -
Report on therapists' hours
Allow me to run a report that will display each therapist's billable and non-billable hours for a specific period of time and their pay rate.
62 votes
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