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.
331 results found
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Add last appointment to archived clients list
When viewing the list of archived clients, show me the date of their last appointment so I know when I can permanently delete their records from TheraNest.
8 votesThe Last Kept Appointment can now be viewed for archived clients.
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Display organization logo on assessments & treatment plans
Have my organization's logo displayed on printed assessments and treatment plans.
10 votesPrinted Treatment Plans and Assessments will now contain your Organization's logo if one has been uploaded.
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Add date to Clinical Documents & General Documents
When viewing a client's clinical documents or general documents as a list, allow me to view the date the document was uploaded.
24 votesWhen viewing a client’s General Documents, Clinical Documents, or a staff member’s Documents, a Date column has been added that shows the date the document was uploaded or received.
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Report on Communication Preferences by Client
There are communication preferences for each client (e.g. Do not contact by email, do not contact by phone, etc.). Allow me to run a report that includes this information, so that if I want to send a mass email to clients I know who to exclude.
5 votesThe client export list has been updated to include the client’s communication preferences! When navigating to Organization → Export Data, you’ll be able to view which clients have opted out of text, email, or phone communications so you can quickly see which clients prefer to be contacted by a certain method.
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Remove organization address from intake forms
Remove the address from the intake forms (e.g., informed consent). I only practice telehealth and I don't want my home address appearing on the form.
13 votesA new client portal setting is available under the Organization tab that allows you to hide your organization’s address on intake forms. Click here to learn more
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Add Patient information to top of custom forms
Can you please auto-add the information such as insurance numbers and patient ID numbers to the custom forms, like it is on the daily SOAP notes. Otherwise the forms don't look professional and we'll have to add extra information to submit the evaluations.
1 vote -
Navigate to the Payment by Clicking on the Status
It would be great if this could be changed:
When clicking on the "in-process", "denied" or "paid" claim status, the link takes you to the Billing Tab and the section/status where the claim is. But it does not adjust the filter dates to take you directly to the claim. Instead the default date range populates. So all of the claims are new. Once you are there, you would have to go back to the invoice to get the date and then filter the report. Or get it ahead of time. but I often go through the system pretty fast to…
1 voteWhen clicking on an In Progress claim tag from a client’s ledger, the date filter on the claim tab will now adjust automatically to the claim’s submitted date so you don’t have to adjust the date to find the claim. Stay up to date on all the changes in TheraNest by checking out our changelog!
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Batch Payments indicate when clients have a credit
The batch invoicing/payment options seems to be a really great way to save time when billing. We have previously been going in client by client to do invoices and payments because we often have clients who have met their deductibles after we have collected payment leaving a credit on their accounts. The batch payment option does not offer any way to pull from the credit on their account, and there is no indicator that pops up to show that a client in the batch invoicing list already has a credit, so that we can remove them from the list of…
1 voteWhen processing batch payments, an indicator will now appear if the client has a credit or unapplied payment on their ledger.
Stay on top of changes in TheraNest with our release notes!
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Create telehealth link when confirming appointment from the portal
When a client schedules a telehealth appointment from the portal, have the link created when I confirm the appointment so I don't have to edit the appointment and click the Telehealth checkbox.
49 votesOur new Advanced Availability feature is currently in Beta! This feature allows you to:
- Create availability blocks to specify the services you are available for scheduling at specific times and locations.
- Manage availability blocks for other staff members who are using Advanced Availability.
- Allow clients to request appointments on the Client Portal during your available blocks.
- Allow clients to request Telehealth appointments on the Client Portal. When confirmed, the appointment will be saved as a Telehealth appointment with the session link.
Click the following link to learn more: https://theranest.zendesk.com/hc/en-us/articles/17406970275860-Advanced-Availability-FAQ-TheraNest-
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View write-offs and payments in Paid Invoice List View
It's already annoying that the paid invoices are now on a new tab so I can't get a full overview of a client's account status on one page, but it is imperative that write-off amounts be included in the list view of paid invoices like the old version did. Showing client and insurance payment amounts would be great as well, but the write-offs are what are most important. I'd love to get everything back on one page for ease of processing as well, but obviously somebody made these changes because they thought they were helpful. Perhaps a customizable view for…
1 voteHello! We added these columns back on February 16th. Thank you for your feedback!
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Make it easier for supervisor to go back to the list of notes needing to be signed
When multiple notes need to be signed for different supervisees, make an easier way to navigate back to the list of notes needing to be signed.
9 votesA new log has been added that allows supervisees to view and sign a list of their unsigned progress notes. Supervisors will also be able to view, sign, and approve any progress notes that are pending a signature or approval. Click here to learn more.
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Make dropdown dynamic form element required
Almost all fields in the custom forms and new dynamic forms allow the creator to "require an answer" except the dropdown fields. Please add this option so that patients are required to make a choice among the dropdown options.
47 votesThe Dropdown Dynamic Form element can now be identified as a required field.
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Payroll Report by Appointment Staff
Have the option to run the Payroll Report by Appointment Staff
28 votesThe new Payroll Data Export report will allow you to view payments collected for services performed by the staff member(s) on the appointment. Click here to learn more.
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archived search options
It would be nice if we could search archived clients by the client's date of birth. Ideally it would be great if the archived search options were set up like the active search options, but adding the client's date of birth would at least help quite a bit.
5 votesA customized grid option has been added to the archived clients list allowing you to view and search for relevant information.
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Change appointment from telehealth to in-person
Allow me to change an appointment from telehealth to in-person so that I don't have to delete the appointment and recreate it.
12 votesAppointment can be changed from Telehealth to In-Person by de-selecting the Telehealth checkbox.
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Add an Progress & Response to Treatment section to notes template
I'd love to see a Progress & Response to Treatment assessment section added to the notes template with combination checkbox/item selection and text area to include options such as:
Making progress,
significant symptom reduction,
limited progress,
no change,
regression,
actively engaged in treatment,
did not do assignment(s),
passive,
resistant to treatment.Indicating progress is essential for supporting medical necessity and ethical practice.
29 votesTwo new fields have been added to progress notes allowing you to indicate if the client has made progress toward treatment! To enable this field, edit the progress note template under Organization. If you’re looking for additional options as a selection, please head to our UserVoice forum and vote for the following idea: https://theranest.uservoice.com/forums/914431-theranest-app/suggestions/44119431-add-additional-options-to-client-progress.
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Filter claim tabs by rendering & billing provider
When viewing the claim tabs under the Billing section, allow me to customize the grids to include the rendering and billing provider.
17 votesIf you use Apex or Change Healthcare as your clearinghouse, the Rendering Provider and Billing Provider can now be added to your customized grid for all claim tabs.
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email address
It would be nice to use the same email address when a client has several children from the same family that need to be invited to the client portal. Mom said she is not creating another email address to keep up with.
4 votesThis was addressed as part of our contact network feature. You can view more about that feature by accessing the following help article: https://theranest.zendesk.com/hc/en-us/articles/360059021411-Client-Contact-Network-Overview-
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Document medication in progress notes
Allow me to document a client's medication in the progress note. I don't use e-prescribe, but I would like a place to notate the medications the client is taking.
13 votesOur Dynamic Progress Notes feature allows you to create custom progress note templates, so you can add a field to document a client's medication. Click the following link to learn more about dynamic progress notes: https://theranest.zendesk.com/hc/en-us/articles/4418832460564-Create-a-Dynamic-Form-Progress-Note
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Include "Units" on Statements
Units appear on Invoices and Superbills, but not Statements -- even if Superbill-level details are added. This would be helpful for consistency across billing documents.
1 voteYou can now customize the grid to include the number of units on a statement. Thank you so much for taking the time to vote and give feedback!
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