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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Copy note from a specific session
When copying a progress note, allow me to select which date of service to copy from rather than the last one.
24 votes -
Filter batch invoicing by note status
When processing existing invoices, allow me to filter invoices by whether the notes are complete or incomplete.
12 votes -
Client-level activity log
Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
3 votes -
Provide more plan information when running eligibility checks
When running eligibility checks, the returned information should provide more information about the client's plan such as the deductible amount, copay, etc.
7 votes -
Search alerts
Allow me to search the alerts/notifications I get in TheraNest so I can find what I'm looking for faster.
1 vote -
Add case number to invoices & statements
Allow me to add the case number to a client's invoice or statement.
0 votes -
Print/export service types
Allow me to print or export a list of my organization's service types.
3 votes -
Filter by one or more appointment statuses under batch invoicing
Allow me to show/hide invoices that are linked to no-shows, rescheduled, and canceled appointments when using the batch invoicing feature. I may want to hide them all or only hide cancellations.
7 votes -
Display both the physical and the bill to address on the invoices to appear on the
Allow me to show both the physical address and the billing address on the invoice.
1 vote -
Download batch payment errors
Allow me to download the errors for batch payments so I can track credit card declines.
4 votes -
Link to client's details from secure messaging
When viewing a secure message, have the client's name link directly to their details like it does in other areas of TheraNest.
2 votes -
Add payment number to daily billing report
Allow me to include the payment number as a customized grid option in the Daily Billing report.
4 votes -
Turn on/off automatic credit card receipts for all clients
Allow me to turn on or off automatic credit card receipts for multiple clients at once instead of having to go into each client's billing information separately.
1 vote -
Create invoices for the following year
At this time you are unable to create an invoice dated for the upcoming year because of the restriction by the AMA license.
It would be nice for practices that do preemptive billing to be able to bill their sessions prior to the year changing.
1 vote -
Apply to copay when processing batch payments
When processing batch payments, allow me to apply the payment as a copay.
2 votes -
Return to missing progress note report after creating note
When I run the missing progress notes report and create a progress note, allow me to return to the report. Right now I have to keep re-running the report and it's a cumbersome process.
8 votes -
Edit this and all future appointments when editing a series
When an appointment that's part of a series, allow me to edit the occurrence and all future events because I want to keep the past appointments as they are.
9 votes -
Filter clients when sending a secure message
Filter clients by certain attributes (e.g., self-pay, has insurance, etc.) when sending a secure message to multiple clients.
7 votes -
Process credit card payments under $1
Allow me to process credit card payments under $1.
1 vote -
Read only access to all cases
I want certain therapists the ability to view all cases, but only be able to edit/make changes to the cases they are assigned to.
1 vote
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