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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Return to progress note from e-sign page
If I'm working on a progress note and click "save and e-sign" allow me to go back to the note if I need to make changes before signing. The "Back to Progress Notes" button takes me back to all the progress notes, not the one I'm currently working on.
1 vote -
Change warning about invoice balance when processing ERAs
Sometimes I apply a write-off before I process the ERA. When I process the ERA I receive a warning that the payment write-off leads to a negative balance, but that's not always the case. Change the message to say it might lead to a negative balance.
2 votes -
Staff pay rate by service type
Allow me to set a pay rate for each service type because I pay my staff based on the services they perform rather than a percentage.
17 votes -
Run payroll report by date payment was applied
Allow me to run the payroll report by the date the payment was applied to the client's ledger rather than the transaction date.
We collect payments from clients and leave them as unapplied payments until we get the ERA because sometimes the amount the client owes varies and we have to adjust the payment before applying it to the client's ledger. This causes more work when running the payroll report because then we have to backdate it to make sure those payments are included.
13 votes -
Always view full day appointments in staff view
When I schedule a full-day appointment and have the calendar in Staff view, allow me to always see the appointment even if I scroll down to later on the calendar so I don't try and schedule something.
9 votes -
View claim number in claim tabs
Allow me to easily view the claim number in the claim tabs. When I talk to payers they typically refer to claim numbers and it would be easier to find the correct client and claim if I could search by this in TheraNest.
8 votes -
Email client when credit card charge is voided
Send an email to my client if I void a credit card charge. Sometimes I accidentally charge their card and if they got an email that I voided it, then it would save from them calling me.
2 votes -
Less steps to close a case
There are a lot of steps to close the case. Make it easier to close and apply my signature to a discharge summary to close the case.
5 votes -
Drag and drop files from other sources into client's documents
When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.
2 votes -
Change payment date when processing ERAs
When we receive/process a large check from insurance into the system say on the 3rd of the month, but the check date is for the previous month, we have to go into each invoice individually and change the payment date to be within the current month so that it will be correct with payroll. It would be awesome to be able to search for a check in bulk and change the payment date to reflect the processed date.
1 vote -
Have the DBA be client-facing
With the new DBA field, make the name entered in that field the one that clients see because that's what they know my business as.
23 votes -
Block staff from scheduling in a particular room
Allow me to block staff from scheduling in a particular room for a certain day or a certain number of hours out of a day in case the room is getting maintenance or we have an outside guest using that room.
1 vote -
Option to write off copays with automatic processing
If I have automatic processing enabled for my organization, allow me the option to also write off copays for clients.
1 vote -
Autofill forward slash when entering birth date
When I enter a client's birthday, allow me to type in just the numbers and have TheraNest autofill the forward slashes.
3 votes -
Reduce time confirmation messages display
Reduce the amount of time the confirmation messages display in TheraNest.
1 vote -
Customize discharge summary
Allow me to customize the discharge summary that appears when closing a case.
6 votes -
Display count of total number of appointments for the day
When I'm viewing the calendar, display a count of how many appointments we have scheduled for the day.
14 votes -
Single select dynamic form element
Create a single select dynamic form element that isn't a drop-down so all options can be seen and the form can be completed faster.
2 votes -
Report on completion time for clinical documentation
Allow me to report on how long it takes our therapists to complete progress notes, treatment plans, and initial assessments. For example, our therapists need to complete progress notes within 24 hours of the appointment and certain assessments within a certain number of days.
4 votes -
Search claims in Paid/Processed tab by processed date
Allow me to search the claims in the Paid/Processed tab by processed date rather than the submitted date.
4 votes
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