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.
329 results found
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Bill by location NPI and Tax ID
Allow me to bill using a different NPI and tax ID rather than the one that's set for my organization.
10 votes -
Notify the contact when they receive a secure message
When I send a secure message to someone in my client's contact network, send them an email letting them know there's a new secure message on the portal.
15 votesWe corrected an issue where members of a client’s Contact Network did not receive an email notification when they had a new secure message on the Client Portal.
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Update appointment status on upcoming progress notes
Allow me to update the appointment status if a progress note has already been created. Sometimes we create the shell of the note early, but if the appointment is still "upcoming" we can't change the status.
4 votesProgress Notes cannot be signed, submitted, or approved when linked to an appointment that has an Upcoming status. Staff will still be able to begin drafting a Progress Note while the appointment is upcoming.
We made this improvement to adhere to documentation best practices, and to prevent document conflicts and potential billing issues.
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Add treatment plans and assessments to notes awaiting signature
Add treatment plans and initial assessments to the new Notes Awaiting Signature feature.
10 votesTreatment plans and assessments will now appear on the Notes Awaiting Signature page for review and approval.
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Option to turn off automatic ERA processing
Allow me the option to turn off the automatic processing of ERAs.
29 votesA new claim setting is available to disable automatic ERA processing. Click here to learn more.
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Add AUDIT as an intake form
Have TheraNest add the AUDIT to the list of intake forms so that I don't have to create it myself.
4 votesAUDIT-C has been added to your organization's Dynamic Forms. This form is currently archived. You’ll need to unarchive it to use it at your organization.
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Bring Back Ability To Save Default Calendar View
Please bring back the ability to save my default calendar view to something other than Agenda. As someone who views multiple providers' schedules at a time, Agenda view is unusable to me. This feature seems to have been disabled with the new "update."
7 votesYour default calendar view can be set under your Preferences. https://theranest.zendesk.com/hc/en-us/articles/360052498031-Set-Up-Calendar-Appearances-Preferences
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Don't require a social security number for eligibility checks
Don't require a SSN for eligibility checks because we typically don't need it to check a client's eligibility and we have some clients who refuse to provide it.
8 votesA social security number is no longer required when running eligibility checks.
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Add template for Good Faith Estimate
Have TheraNest create a template for a Good Faith Estimate in Dynamic Forms.
102 votesThe following forms have been added to your organization’s Dynamic Forms:
- Good Faith Estimate
- Release of Information: HIPAA AUTHORIZATION FOR USE OR DISCLOSURE OF HEALTH INFORMATION
- Release of Information: Additional Consent for HIV/AIDS
These forms are currently archived. You’ll need to unarchive them in order to use them at your organization.
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Filter authorization reports to remove archived clients
Allow me to filter the authorization reports to include/exclude archived clients.
1 voteThis has been released and is now available as of 01/17/24. Click the "What's New" icon in the top right of Theranest to find out more.
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Filter client list by client flags
When viewing the client list, allow me to customize the grid to include any client flags and allow me to sort/filter by the flags.
31 votesA new customized grid option for Client Flag is available when viewing the client list.
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Bill inactive insurance if DOS was within payer effective dates
Currently if the insurance is marked as inactive we are unable to bill the insurance even if the date of service was during the active period. then we have to go in and reneter all of the insurance info since we cannot reactivate the inactive plan. This defeats the purpose of entering an end date to the insurance. Also, we then have to remember to go back and mark the insurance as inactive after the session was billed.
13 votesWhen submitting a claim or checking a claim for errors, a date of service check will be performed. The claim will be submitted to the appropriate payer based on the effective dates for that client’s payers. This additional check was added to help prevent denials. Check out our release notes for more information.
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Customized grid for archived clients
Allow me to customize the grid for archived clients and view "only" the information in the grid.
4 votesA ‘customize grid’ option has been added to the archived clients list so you can view more information for archived clients.
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Show client flags when viewing archived clients
Allow me to view the client flags when viewing the list of archived clients.
8 votesClient flags can now be selected as a customized grid option when viewing archived clients.
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Have a separate appointment reminder for telehealth
Allow me to customize an appointment reminder template for just telehealth sessions.
7 votesIf your organization subscribes to our integrated Telehealth solution, a new Telehealth appointment reminder template is now available for phone, text, and emailed appointment reminders. If you have reminders enabled, your existing email and text reminder templates have been copied over. A default template is provided for phone reminders. These can be customized to provide specific information to your clients about Telehealth appointments.
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Don't make me stay on the invoice after saving
Allow me the option to stay on the invoice after saving rather than forcing me to stay on the invoice.
65 votesWhen working on an invoice, clicking the Save button will save the invoice and return you to the client’s ledger. Additionally, a new option is available under the Save button drop-down allowing you to save and stay on the invoice.
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Select organization default place of service for telehealth appointments
Allow me to set whether telehealth appointments should default place of service 10 or 2 when turning the automatic telehealth place of service setting on for my organization.
29 votesUnder your organization's settings, you can now specify whether the default telehealth Place of Service is Telehealth (02) or Telehealth Provided in Patient’s Home (10).
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Remove appointment time on invoice & superbill
Remove the appointment time on the invoice and superbill and just show the date of service.
7 votesThe appointment will no longer be displayed on superbills.
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View payer on batch invoicing
When creating new invoices under Batch Invoicing, allow me to view the client's primary payer.
47 votesA Primary Insurance filter is now available when creating new invoices under Batch Invoicing.
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Add the DAST as an intake form
Add the DAST as an intake form so I don't have to recreate it using Dynamic Forms.
1 voteThe DAST-10 has been added to your organization's Dynamic Forms. This form is currently archived. You’ll need to unarchive it to use it at your organization.
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