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TheraNest App

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1564 results found

  1. Have "group all appointments onto single claim" checked by default

    When creating invoices, have the "group all appointments onto a single claim" checked by default so I don't have to check it every time.

    6 votes

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  2. Add payment number to payment methods report

    Allow me to see the payment number when running the payment methods report.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  3. Group appointments onto single claim from batch invoicing

    Allow me to group a client's appointments onto a single claim from batch invoicing so I don't have to go to the individual invoice to make this selection.

    2 votes

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  4. Bulk add appointments

    Allow me to create more than one appointment at a time for different clients.

    1 vote

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  5. Always display payout amount when viewing payroll report

    When I run the Payroll Report by Rendering Provider and mark a line as "Paid", there's no way for me to go back and see what the payout amount was unless I unmark the item.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  6. Select which organization address is displayed on intake forms

    We have a different billing address from our location address. Allow me to select whether the location address or send payments to address is listed on the intake form.

    5 votes

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  7. Show client flags on appointment

    If a client has a flag assigned, allow me to view it on their appointment on the calendar.

    38 votes

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  8. Show clients flags on ledger

    Allow me to view the client's flag(s) when on their ledger.

    18 votes

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  9. Make it optional to freeze the calendar header

    Allow me the option to freeze the calendar header (filters, days of the week, etc.) because sometimes I may want to see more of my calendar.

    3 votes

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  10. Add duration to contact log

    When creating a contact log entry for a client, allow me to indicate the duration so that if it was a phone call I can track how long the call was.

    1 vote

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  11. Add more options to type of residence dropdown

    Under a client's "Additional Details", add more options to the "Type of Residence" dropdown such as ILF and ALF.

    1 vote

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  12. Populate box 10d on CMS form

    Have TheraNest populate box 10d on the CMS 1500 form.

    1 vote

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  13. Carryover address from details tab to bill to & insurance tab

    If I update a client's address on their "details" tab, allow me to carry it over or have it be automatically copied to the client's "bill to & insurance" tab so I don't have to type it twice.

    4 votes

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  14. Notify me of outstanding balances

    Alert me or notify me if a client has an outstanding balance that has exceeded a certain number of days. For example, if a client hasn't paid in 30 days we need to follow up.

    6 votes

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  15. View client flags in batch invoicing

    Allow me to view client flags when creating or processing invoices in Batch Invoicing.

    14 votes

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  16. Add form count to each case or client form

    When creating a Case or Client dynamic form and viewing the tabs in the client's details or case, have a count on each tab so I can see how many times the form has been filled out.

    1 vote

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  17. Reorder client flags

    When managing the flags in Organization, allow me to reorder them.

    8 votes

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  18. Add client name to progress note review alert

    As a supervisor or supervisee, when I get an alert to about a progress note display the client's name so that when I come back to my alerts I can see which ones I've already done.

    2 votes

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  19. Report on/audit general and clinical documents

    Allow me to run a report that displays all the document names that have been uploaded to a client's general documents or clinical documents, or a way to audit these documents so I can ensure each client has certain documents on file (e.g. a release, cc auth, etc.).

    2 votes

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  20. Change order of dropdown choices in Dynamic Forms

    When I create a Dynamic Form and use a dropdown form element, allow me to rearrange the order of the dropdown choices so I don't have to retype them.

    1 vote

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