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TheraNest App

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1564 results found

  1. Change "sex" field in client details & portal

    Change the "sex" field in client details and on the client portal because it doesn't reflect the terms we use.

    2 votes

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  2. Connect to ECHO

    Allow me connect to ECHO through TheraNest.

    1 vote

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  3. Don't select note type if only one available

    Remove the dialog box that has us select a progress note template. We only have one progress note template available for our whole practice so it's adding an unnecessary step.

    2 votes

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  4. Allow clients to add themselves to prospective clients list

    Have a way for new clients to fill out information and add themselves to the prospective clients list.

    4 votes

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  5. Alert me if I'm archiving a client with a balance

    Alert me or warn me if I attempt to archive a client that has a balance or refund.

    0 votes

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  6. Add proof of identification to client details

    Allow me to indicate in the client's details that they provided proof of identification.

    1 vote

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  7. Create service types per provider

    We have a large practice and our providers each have different rates. Allow me to set up service types for each provider rather than having one large list of organization-wide service types.

    7 votes

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  8. Always display diagnosis codes on statements

    Always displays the client's diagnosis code(s) when printing a statement.

    1 vote

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  9. Don't immediately send new appointment/changed appointment emails

    When I create a new appointment for a client or edit an existing appointment, don't send them an email right away. Sometimes I may make a mistake and I want to be able to correct it before they get the email.

    7 votes

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  10. View coinsurance on the Agenda

    Allow me to view a client's coinsurance on the calendar and/or agenda.

    4 votes

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  11. Add notes to contacts in contact network

    Allow me to add notes about a contact in a client's contact network.

    1 vote

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  12. Only marked check boxes should appear on Dynamic Forms

    Eliminate large spaces between sections and only show marked check boxes on Dynamic Forms. This will minimize the number of pages long a progress note is.

    5 votes

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  13. Add permission for deleting files

    Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.

    2 votes

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  14. Alert for new secure message

    Alert me or notify me if I have a new secure message from a client because it's easy to miss the number on the icon.

    1 vote

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  15. Change default to weekly when scheduling recurring appointments

    When scheduling recurring appointments have the default be "weekly" because that's used more often than "monthly".

    10 votes

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  16. Print text messages (reminders log)

    Allow me to print the reminders log for a client.

    0 votes

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  17. Print practice chat messages

    Allow me to print conversations I have with staff using the practice chat.

    2 votes

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  18. View client flags throughout TheraNest

    Allow me to view the client flags wherever the client name appears in TheraNest.

    17 votes

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  19. View client flags on agenda when minimized

    If I minimize the information on the agenda allow me to still see the client flags.

    1 vote

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  20. Include payer name on payment report

    Allow me to view the payer name when running the Payment report.

    1 vote

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