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TheraNest App

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1564 results found

  1. Input units for service types on progress notes

    When I'm completing a progress note, allow me to input the number of units for each CPT code I'm using rather than having TheraNest calculate this automatically when I set up the service type.

    3 votes

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  2. Adjust invoice address for mailing envelopes

    Adjust the address on the invoice so it aligns with the address window on a mailing envelope.

    8 votes

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  3. Indicate if contact has filled out release

    When viewing a client's contact network, allow me to indicate which contacts have filled out a release.

    3 votes

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  4. Report on intake form status for clients

    Allow me to run a report that will show all the intake documents that were sent to clients and the status of each document.

    18 votes

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    7 comments  ·  Reporting  ·  Admin →
  5. Add appointment staff to No Show Appointments report

    When running the No Show Appointments report, allow me to view the staff member(s) who were listed on the appointment.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  6. Add reason to the No Show Appointments report

    When running the No Show Appointments report, allow me to view the reason if one was entered, similar to the Canceled & Rescheduled Appointments report.

    5 votes

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    1 comment  ·  Reporting  ·  Admin →
  7. Archive intake forms

    Allow me to archive intake forms so they no longer show up in our list.

    36 votes

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  8. Auto-populate service location to note and invoice

    Please allow a way for service location to auto populate to match the DOS on the note AND invoice. The current workflow is causing a lot of rejections due to providers not remembering to update the location on notes.

    6 votes

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  9. Add staff member to grid in write-off report

    When running the write-off report, allow me to view the staff member in the results grid.

    2 votes

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    2 comments  ·  Reporting  ·  Admin →
  10. Indicate which staff are currently logged in

    Allow me to see which staff members are currently logged into our account without having to use the Practice Chat.

    2 votes

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  11. Have client portal invite link expire

    Allow me to set a time period for the client portal invite link to expire. I want clients to log in and complete the paperwork within a certain amount of hours.

    1 vote

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  12. Set supervisor requirements per client

    Allow me to select which clients need their notes to be reviewed or co-signed. Right now it's all or nothing.

    5 votes

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  13. Edit synced event in iCal

    Allow me to edit the title of the event that gets saved/synced to our personal iCal calendars. For instance, instead of it saying "busy - no service type" or "S.S. - family - 90847, QMHP", we could put "Lunch" or "Mon - 12PM - SS/DJ"

    1 vote

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  14. Customize risk assessment fields of a progress note

    When completing the Risk Assessment portion of a progress note, allow me to add custom fields beyond "Suicidality" and "Homicidality" such as "Violence", "Substance Use", and "Eating Disorder".

    11 votes

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  15. Add referral source to Session Units report

    When running the Session Units report, allow me to view the referral source of the client(s).

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  16. Populate "Signature on File" in box 31 of claim form

    Allow me to populate "Signature on File" in box 31 of the CMS 1500 form for specific staff members.

    1 vote

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  17. Delete staff members

    Allow me to delete staff members from my TheraNest account instead of just archiving them.

    6 votes

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  18. Allow therapists to see contact network members not assigned to them

    As a therapist, allow me to view members of a client's contact network even if I'm not assigned to the client in case I need to reach out on behalf of another therapist.

    3 votes

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  19. View submitted support tickets in TheraNest

    If I've submitted a ticket to support for help with something, allow me to view and access that ticket/conversation within TheraNest.

    4 votes

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  20. Allow admin control of only showing client initials in synced calendars

    As an admin, allow me to set the preference for having only client initials show in calendars and email alerts for all my staff rather than having them control this setting individually.

    2 votes

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