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TheraNest App

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1564 results found

  1. View account balance on practice website

    Allow my clients to view their account balance on my practice's website without having to log into their portal.

    3 votes

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  2. Add email address to clients intake report

    When running the Clients Intake report, allow me to include the client's email address.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  3. Add appointment icon to show note has been signed

    Change the icon on the appointment block if the note has been signed so I can quickly see which ones aren't completed.

    8 votes

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  4. Save payroll by rendering provider report to staff documents

    When I run the Payroll report by rendering provider, allow me to save a copy to the staff member's documents without having to save the PDF and upload it.

    2 votes

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    2 comments  ·  Reporting  ·  Admin →
  5. Don't refresh the invoice page after saving

    When I save the invoice, don't refresh the page because the refresh takes too long and interrupts my work.

    2 votes

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  6. Make tooltip clearer on invoice about rate vs. amount

    When creating an invoice, make the tooltip clearer about the difference between the "rate" field and the "amount" field.

    1 vote

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  7. Notify admins when appointment is canceled

    As an admin, send me a notification when an appointment is canceled because I like to stay on top of my staff's appointments.

    4 votes

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  8. Limit staff view of appointments to cases

    Create a setting where only staff assigned to the case can view the appointments for that case in the client's appointment list.

    1 vote

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  9. SSO

    We would like to use SSO for our organization, and include TheraNest as the applications for this purpose.

    3 votes

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  10. View statement headings on all pages

    When I'm viewing a client's statement as a PDF, have the column headings show on each page.

    2 votes

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  11. Select payer when processing existing invoices in batch invoicing

    When I process existing invoices in batch invoicing, allow me to select which payer to add the claim to.

    2 votes

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  12. Show unapplied payments when accepting payment

    When I'm accepting payment and applying it to an invoice, show me any unapplied payments so I don't accidentally overcharge the client.

    11 votes

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  13. Multi-sorting in client list

    Allow me to sort the client list by more than one column. For example, I may want to first sort by Primary Payer and then sort by client name so I can see them alphabetically.

    1 vote

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  14. Add non-CPT service types to non-client events

    Allow me to create events on my calendar and attach non-CPT service types to the event.

    25 votes

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  15. Schedule appointments for prospective clients

    Allow me to schedule appointments for prospective clients. We don't want to activate them in our account because sometimes they don't show up for their appointment.

    5 votes

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  16. Connect to NC HealthConnex at the payer level

    Allow me to connect to NC HealthConnex at the payer level.

    1 vote

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  17. Add contact log entry from the agenda

    Allow me to add a contact log entry for a client from the Agenda.

    3 votes

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  18. Send progress note with claim

    When sending the claim to the payer, allow me to include the progress note.

    10 votes

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  19. Add "Fully Paid" indicator group invoices on agenda

    If all the clients in a group appointment have a fully paid invoice, then add the "fully paid" indicator on the agenda, the same one that appears for individual appointments.

    2 votes

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  20. Don't send emails for revoked intake forms

    Don't send the client an email if I revoke an intake form on their client portal.

    8 votes

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