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TheraNest App

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1564 results found

  1. Send invoices and superbills via secure message

    Allow me to send the client's invoice or superbill via a secure message.

    7 votes

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  2. Staff demographics report

    Allow me to run a report that displays the demographic information for my staff.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  3. Indicate payment status on appointment

    When creating or editing an appointment for a client, allow me to indicate the payment status for that appointment on the actual appointment (prepaid, unpaid, credit, etc.).

    3 votes

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  4. Create non-billable service types

    Allow me to create non-billable service types that I can add to client appointments but are not added to the invoice when created.

    4 votes

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  5. Display staff as LastName, FirstName when assigning to clients

    When assigning staff to clients, display staff names as LastName, FirstName.

    2 votes

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  6. Add payer to detailed client report

    Add the client's payers to the Detailed Client report so I can break our clients down by insurance categories. The Export report has information that I don't need and I want to run the report within TheraNest.

    4 votes

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    3 comments  ·  Reporting  ·  Admin →
  7. Identify which plan paid in ERA

    In the ERA, allow me to view the insurance plan because we have some clients that have two plans under the same payer (e.g. Anthem).

    2 votes

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  8. Send confirmation to client if they confirm or cancel through a text reminder

    If a client receives a text reminder and they confirm or cancel through the reminder, send them a confirmation that they have confirmed or canceled their appointment because sometimes they cancel and then show up to their appointment.

    12 votes

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  9. Hide canceled appointments in iCal sync

    Allow me to hide canceled appointments in my iCal.

    2 votes

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  10. View when credit cards were updated

    When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.

    3 votes

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  11. Alert me when a credit card is declined

    Send me an in-app alert when a client's credit card is declined or have the alert appear on the client's ledger so I can make sure to update the information as I'm working in the client's profile.

    3 votes

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  12. Make it easier to mark claims as paid when processing manually

    I don't receive ERAs in TheraNest so when I process a claim manually make it easier to mark the claim as "paid".

    7 votes

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  13. Create cancellation status for holidays

    Allow me to update an appointment and mark it as canceled due to a holiday to distinguish this type of cancellation from a client cancellation.

    2 votes

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  14. Add 180 day option for treatment plan reviews

    Add an option to review the treatment plan in 180 days because we need to review our treatment plans every 6 months.

    13 votes

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  15. Add the Adult ADHD Self-Report Scale as an intake form

    Have TheraNest add the Adult ADHD Self-Report Scale (ASRS-v1.1) to the list of intake forms so that I don't have to create it myself.

    6 votes

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  16. Send appointment reminders in other languages

    Have the client receive the appointment reminder in the language that's identified in their client details.

    6 votes

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  17. Generate task for treatment plan reviews

    When a treatment plan is up for review have a task automatically generate in My Tasks.

    9 votes

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  18. Co-sign contact log entries

    As a supervisor, allow me to co-sign contact log entries.

    5 votes

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  19. Select payer when ERA comes in

    Allow me to select the payer when the ERA comes it so I can match it to the right one because sometimes it gets matched to an inactive payer with the same name.

    1 vote

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  20. Unassign staff from client but not group

    When a client is no longer attending a group, allow me to unassign a staff member from that client without unassigning them from the group.

    1 vote

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