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 only admins to view Retention Rate report
Allow only staff members with admin permissions the ability to view the Retention Rate report. We don't want all staff members to view the performance of other staff members.
3 votes -
Report on demographics of clients served within a time period
Our organization receives grants and we have to provide detailed demographic reporting for the clients that we've serviced during a given time period (e.g., % of clients served within a specific city, % of clients that were low-income, etc.). Allow me to run one report for this in TheraNest because right now I have to run several reports.
2 votes -
Display name of progress note on document
If I've created a Dynamic Progress Note, have the name of the Dynamic Progress Note appear on the printed document (e.g., Psychotherapy Note, Group Counseling Session), rather than just "Progress Note".
3 votes -
Do not auto-assign newly assigned staff to all open cases
When a new staff member is assigned to a client, do not automatically assign them to all open individual cases. There may be some cases where the newly assigned staff doesn't need access.
3 votes -
Specify time zone for clients
Allow me to set the time zone for each client and have appointment reminders and portal scheduling display the client's time zone.
9 votes -
Customize grid in payroll report
When running either of the payroll reports in TheraNest, allow me to customize the grid so I can remove certain columns.
2 votes -
Add the CASII as an intake form
Add the CASII as an intake form so I don't have to recreate it using Dynamic Forms.
1 vote -
Add character counter to text reminder template
When customizing my organization's text reminder, show how many characters I've used so that I know how many segments it will be.
2 votes -
Charge saved payment method without entering CVV
Allow me to save a card on file and charge it later without having to enter the CVV for the first charge.
12 votes -
Search by client ID when creating an appointment
When creating an appointment, allow me to search by the client ID in addition to the client's name.
2 votes -
Upload PDFs as Dynamic/Intake forms
Allow me to upload a PDF document and send it as an intake form so I don't have to recreate the form in Dynamic Forms.
13 votes -
Share availability with clients outside of client portal
Allow me to share my availability with my clients without having them log into the client portal.
2 votes -
Report on claim processing fees
Allow me to run a report that will show me how much I've paid in claim processing fees for a given time period. I need to report on this for tax purposes.
2 votes -
Add copay to ERA received claim tab
When viewing the ERA received claim tab, allow me to customize the grid to view the copay.
5 votes -
Supervisor alerts for discharge summaries
As a supervisor when my supervisee closes a case, send me an alert so I can review and co-sign the discharge summary.
5 votes -
Assign all staff to a client
When we add a new client, allow me to easily assign all staff members instead of having to assign them one by one.
3 votes -
Return to the Agenda after creating an invoice
If I create an invoice from the Agenda, then have TheraNest return me to the Agenda after I save the invoice so I can keep creating the invoices for that day.
1 vote -
Create invoice after signing the progress note
Allow me to create the invoice after signing my progress note so I can complete both actions in one step rather than having to go into the client's ledger.
4 votes -
Create refunds for non-credit card payments
Allow me to mark a cash, check, etc. payment as refunded in TheraNest rather than just applying a credit to a client's ledger.
3 votes -
Map TheraNest fields to the 837 file
Provide a "map" that tells us which Theranest field populates which loop of the EDI 837.
Sometimes I can find the error in the EDI 837 but can't figure out where to go in Theranest to make the change that will correct it.1 vote
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