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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Show Rescheduled Appointments On Agenda
Leave reschedule appointments on the agenda with the status rescheduled. It would be helpful to see that an appointment has already been rescheduled in the status in the agenda then just seeing it was cancelled.
3 votes -
Separate appointment reminder preferences
Allow me to set a client's appointment reminder preferences that are separate from other communication. For example, a client may not want to receive emailed reminders but they do want to receive other communication via email.
18 votes -
Alerts for tasks that are due
If I create a task with a due date, allow me to receive an alert or reminder in TheraNest when that task is due.
51 votes -
Create custom forms for each client
Allow me to create a custom form for a specific client that I can send to the portal. I need to be able to enter specific text that's only for that client, but I don't want to clutter up the list of intake forms.
2 votes -
Edit invoices dated prior to 2021
Allow me to edit invoices that are dated prior to 2021.
3 votes -
Change treatment plan button to "Create/Update Existing Treatment Plan"
Once a Tx plan has been there, using the "Create Treatment Plan" button automatically makes a copy of the most recent treatment plan. Change the button to "Create/Update Existing Treatment Plan" so it's more accurate.
6 votes -
Show CC fees in payroll report
Allow me the option to view the credit card fee in the payroll because I pay my staff based on what they took in, which would be the amount minus any credit card fees.
2 votes -
Include secondary insurance in client import
When importing clients into TheraNest, allow me to include their secondary payers as well so I don't have to do this manually.
2 votes -
Show zero dollar amounts on statements
Allow me to include zero dollar amounts/paid invoices on statements so the client can see all invoices within a date range in the statement.
3 votes -
Change credit card sum processing time
Currently, the sum deposited into my account reflects all transactions processed before 4 PM CT. Change it to midnight so that it's easier to reconcile with reports.
2 votes -
Notify me if system is down
If TheraNest is down, notify me so I'm aware of the issue.
6 votes -
Create appointments prior to 2017
When creating an appointment on the calendar, allow me to choose a year prior to 2017 in the appointment dialog so I can add in historical data for patients. Changing the calendar is too tedious.
2 votes -
Alert staff when appointment is added to the calendar
Allow me to alert other staff members (besides just the provider) if an appointment is added to the calendar.
2 votes -
Sort secure messages
Allow me to sort the secure messages so I can see them from oldest to newest.
1 vote -
Blocklist a client
Create an ability to flag a client, a name, an email and other contact information on Theranest. So if we know we have an issue client or possible client, they cannot be added to theranest or it pops up an alert that they have been flagged or blocklisted.
1 vote -
Export Dynamic Form data to Excel
Allow me to export completed dynamic form data to excel so we can aggregate certain information for research purposes.
2 votes -
Indicate if no credit card is on file
When accepting payment and selecting Credit/Debit Card, indicate if there is no credit card on file. We've had therapists accidentally select this thinking they are charging the client's credit card and then we have a discrepancy with the credit card charges report.
4 votes -
Reset invoice numbers
Allow me to reset the invoice numbers or set the number from where invoices should start from.
2 votes -
Include policy number on invoice aging report
Include the policy number on the invoice aging report so I can easily call payers to inquire about the balance without navigating away from the report.
1 vote -
Display progress note status when creating invoices
When I create an invoice for a client, allow me to see if the progress note has been completed so know if I can submit the claim.
5 votes
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