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TheraNest App

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1564 results found

  1. Restrict staff from editing the service type filter on the calendar

    Allow me to restrict staff members from editing the service type filter on the calendar. We have staff members that are hiding some service types which then leads to double booking or missing appointments.

    2 votes

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  2. Fill box 14 for Medicare claims

    Allow me to edit the claim or have TheraNest pull over information so box 14 is filled out.

    5 votes

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  3. Access 1099 form in TheraNest

    Allow me to access my 1099 form right within my TheraNest account.

    2 votes

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  4. Merge folders under general documents

    If I have more than one folder under a client's General Documents or Clinical Documents, allow me to merge one folder into another.

    1 vote

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  5. Reduce file size of PDFs

    When I save a PDF to my computer (such as a client's progress note, invoice, etc.), have it save as a smaller file size so it's easier for me to email it.

    1 vote

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  6. Add notes field to staff details

    When viewing a staff member's details, have a section where I can add notes related to that staff member.

    3 votes

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  7. Indicate if client wants to receive voicemails

    Under a client's contact information, allow me to indicate if a client wants to receive voicemails so if I call them I can reference this information without having to remember.

    5 votes

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  8. Schedule secure messages

    After I write a secure message, allow me to set a time for when it should be sent to the client. I may want to write a message today, but not have it sent until tomorrow and I don't want to forget.

    9 votes

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  9. Have certain forms always available on the portal

    I'd like to have certain forms always available on the portal for clients to fill out as needed, such as releases, so I don't have to send them constantly.

    1 vote

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  10. Create a 'Select All' button for the demographic filters as well as an option to display by Client ID

    Create a 'Select All' button for the demographic filters as well as an option to display by Client ID

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  11. Mark goal status in progress notes

    When editing a progress note, allow me to mark the client's goals with a status (e.g., met, not met, etc.).

    9 votes

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  12. Allow admin permissions without billing permissions

    Allow me to give a staff member access to admin functions without giving them access to billing information.

    7 votes

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  13. Send portal login link with 1-time payment link

    If I send a 1-time payment link to a client, have the patient portal also linked in the email that they receive so if the link expires they have the link to the portal to log in and pay.

    4 votes

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  14. Make hour lines on the calendar darker

    Make the lines that separate the hours on the calendar darker so it's easier to read my scheduled.

    3 votes

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  15. Create and send dynamic forms to clients that aren't intake

    Allow my providers to create a dynamic form and send it to clients without having to copy it to intake. They make worksheets and assessments for their clients that don't need to be available to everyone as an intake form.

    14 votes

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  16. Show planned interventions from last note on client's chart

    When viewing a client's chart, allow me to see the Planned Interventions or Plan information that was entered on the last progress note.

    1 vote

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  17. Show planned interventions from last note on appointment block

    When viewing a client's appointment on the calendar, allow me to see the Planned Interventions or Plan information that was entered on the last progress note.

    7 votes

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  18. Add service type to credit card charges report

    When running the credit card charges report, allow me to see what service type that charge was linked to.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  19. Add DOB to prospective clients list

    When adding a prospective client allow me to input their birthdate.

    7 votes

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  20. Add address to prospective clients list

    When adding a prospective client allow me to input their address.

    2 votes

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