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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Print 2 column dynamic progress notes
If I create a dynamic progress note that's two columns, then show two columns when I print the note.
5 votes -
Send intake forms to clients via text message
Allow me to send forms to clients via text message for them to fill out on their phones.
5 votes -
Notate who staff are credentialed with
Allow me to notate somewhere in TheraNest which payers/insurers my therapists are credentialed with.
7 votes -
Add client to a "kept" group appointment
Allow me to add a client to a group appointment after the appointment has already been changed to "Kept" so they can be included in the group note.
3 votes -
Add custom fields to invoices
Allow me to add custom fields to invoices that we can fill in when we create the invoice for a client.
1 vote -
Filter manage clients list in client portal settings
When managing the list of clients under the client portal settings in the Organization tab, allow me to filter the list so I can see everyone who doesn't have an invite or anyone who has sent forms that haven't been completed.
2 votes -
Change default demographic fields to "Not yet selected"
When viewing a client's demographic fields, change the default from "Undefined" to "Not yet selected", because sometimes "Undefined" is an accurate description so it would be easier to differentiate between what fields a client has filled out vs. what they haven't.
1 vote -
Default group case service type when creating appointment
When I create a group appointment, have the service type listed in the case automatically be selected for the appointment when I create an appointment for that group.
3 votes -
Generate client IDs without initials
When I click to generate an ID for a client, have it generate without the client's initials.
1 vote -
Send primary ERA when billing secondary
If I'm billing a client's secondary insurance, allow me to send the primary ERA with the secondary claim because some payers require this.
4 votes -
Print invoice with linked progress notes in one PDF
When I print an invoice, allow me to also print any linked progress notes with the invoice line items and have it all generate as one PDF.
2 votes -
Report on client appointments where times overlap
Allow me to run a report that will show any appointments a client has that overlap. For example, a client may have back-to-back appointments with different providers and we need to ensure these appointments don't overlap due to payer restrictions.
2 votes -
Take me to invoice after processing payment from ERA
When I'm working in the ERA Received tab, after I process a payment take me right to the invoice for the client.
2 votes -
Separate date and time data in reports
For most reports that include a date and time, these are reported together in the same column. Have them be separate columns so the data is easier to work with if I export it to Excel.
2 votes -
Automatically run reports
Allow me to schedule reports to run automatically at a certain time every month.
6 votes -
Display service type description on progress notes
Have the service type description appear on progress notes so clients can see what the code is.
4 votes -
Pop-up alerts when accessing a client's details
Allow me to create alerts that pop-up when anyone navigates to the client's details.
6 votes -
Apply payment and submit to claims
Allow me to apply a payment to an invoice and then submit the invoice to claims awaiting submission within the same workflow.
1 vote -
Assign a primary therapist to a case
Allow me to assign a primary therapist to a case so I can more accurately report on caseloads.
4 votes -
Make calendar & agenda filter separate for showing non-client events
Make the setting "show non-client events" function separately on the Calendar and Agenda. I may want to view non-client events on the Calendar, but not on the Agenda.
8 votes
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