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.
1554 results found
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Send payments to multiple bank accounts
Ability to have more than one bank account that will receive the payment when accepting credit payments. This can be based on user log in.
This is useful when operating under an umbrella company but individual providers are sole proprietorship with their own business accounts.
23 votes -
Schedule next appointment after signing progress note
Allow me to schedule the client's next appointment after signing the progress note by adding an "e-sign and schedule" option.
28 votes -
Report on number of clients seen per therapist
Allow me to run a report that displays the number of clients a therapist has seen over a given time period.
67 votes -
Show payer from insurance ERA payments on payment details
I would like for there to be options on the insurance payments to show which insurance company is making the payment when I create the payment on my client's invoice. The payer should automatically show up on the payment.
I would also like to be able to run a payment report by type. This is needed at the end of the year to confirm your payments for each insurance plan matches the 1099 you receive from them.
40 votes -
Send therapists their schedule each day via email
As a therapist, allow me to receive a daily email of my schedule.
17 votes -
Allow space for additional license numbers
I have more than one license that I use on a daily basis (DC, MD) - can you add additional license spaces to include this info and the state it is relevate to as well...?
61 votes -
Add custom fields to client details page
Allow me to create my own custom fields that I can add to the client's profile so that I can track additional information outside of what TheraNest provides.
68 votes -
Add profile photos for clients and staff
Have a way to add a client photo to the client's details. It would help staff identify the client in the waiting room if they could see a photo.
138 votes -
Copy client's information to different client
Allow me to quickly copy a client's address or insurance to another client. Sometimes we have family members with the same address and insurance and it would be easier to copy the information than retype it.
44 votes -
Add fields for emergency contact
In a client's details, allow me to add an address and email for a client's emergency contact.
18 votes -
Select "sex" when adding a payer to a client
When I'm adding a new insurance for a client, if I've forgotten to add the client's sex to their details, then it won't let me save the new payer. Sometimes I fill out most of the fields, but then have to lose my work because I have to go back and fill in the "sex".
0 votes -
View payer fee schedules in billing reports
Add the Payer Fee Schedule from the insurer section to Billing Reports in TheraNest.
0 votes -
Add case number to invoices & statements
Allow me to add the case number to a client's invoice or statement.
0 votes -
Add Page Pagination on Batch Processing
When using Batch Processing it would be helpful if the page showed how many claims were selected (to be added to awaiting submission). Currently there is no way of knowing how many claims were selected other than manually counting, and there is not a confirmation modal to show the action was successful. When utilizing the batch feature batch invoicing asks "are you sure you want to create "this many" invoices" > select yes. The next step is to add to awaiting submission via batch processing - without the amount of claims selected and/or confirmation modal you are not sure if…
0 votes
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