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.
1557 results found
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Automatically send invoices to clients
Allow me to automatically send invoices to clients.
5 votes -
Client Relationship Management tool
Add CRM features, like marketing and automations, and pipelines to track prospective client leads.
1 vote -
Contact client directly from my mobile device
If I'm using my mobile device to access TheraNest, have the relevant app pull up if I click the client's email address or phone number so I can contact them without having to copy and paste their information.
1 vote -
Add email address field for payers
When managing my payers in TheraNest, allow me to add their email address in their contact information.
1 vote -
Multiple Type 2 NPIs
Allow me to add another Type 2 NPI to my organization and choose which NPI is submitted to a payer. Right now I have to create a separate location for each payer to make sure they get the right NPI.
2 votes -
Authorize client's credit card
Allow me the option to place holds / authorizations on client credit cards so we can make sure the funds are there to cover the cost of services.
4 votes -
Discharge client from group
It would be helpful if we could discharge a client from a group. Currently, when a group case is closed, it is closed for all clients who have been listed in that group.
1 vote -
Display times in military time
Please allow the time to be changed to military time format instead of the AM/PM method.
1 vote -
Only print selected checkboxes in dynamic forms
When adding checkboxes to a Dynamic Form, only print the checkboxes that were selected. Right now all of them are displayed (selected and unselected) which can mean we're printing a lot of pages.
1 vote -
Choose how often billing automation features run
Allow me to choose how often the billing automation features run. Currently they run every night, and we'd like for them to run more frequently so we can get claims out the door faster.
1 vote -
Display payer on superbills based on effective date
Display the payer on the superbill based on the effective date of the payer.
1 vote -
Search insurers when adding an insurer to a client
Allow me to search for insurers when adding an insurer to a client so I don't have to scroll through a long list.
2 votes -
Copy place of service from last note when copying note from previous session
When I copy a progress note from the previous session, have the place of service copy forward rather than defaulting to the default POS.
1 vote -
Upload documents to prospective clients
Allow me to upload documents to prospective clients.
1 vote -
Allow ERA to auto process with posted client payment
When you automate ERA processing, an ERA will not auto process if there is a client payment posted to an invoice. Our practice collects copays and coinsurance at time of service, so the vast majority of our invoices have client payments posted to them.
1 vote -
Therapist knowledgebase
Therapist knowledgebase changes could not be more difficult to navigate. Can we please have it changed back where we can search for an issue?
1 vote -
Automatically add late fee to unpaid invoices
Allow me to automatically add a late fee to invoices that haven't been paid in a certain number of days.
1 vote -
The option to pull the Total Uninvoiced Amount by Kept appointments
The customer would like the Total Uninvoiced Amount column to pull the totals by Kept appointments or at least the option to pull only by Kept Appointments. The customer does not want to see the uninvoiced amounts for Canceled or Rescheduled appointments.
1 vote -
Batch payments for insurance credit cards
Allow me to run batch payments for insurance credit cards.
1 vote -
Don't allow supervisees to save drafts of progress notes
Don't allow supervisees to save drafts as progress notes and have the "save" button submit the note for supervisory review.
1 vote
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