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TheraNest App

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1564 results found

  1. Don't retroactively apply updated credentials

    If I update a user's credentials, don't retroactively apply those updated credentials to already signed/completed documentation.

    6 votes

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  2. Add reminder log to default permissions

    As an admin, allow me to give my front desk staff access to a client's reminder log.

    2 votes

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  3. Add filters to Detailed Client report

    When running the Detailed Client report, allow me to apply filters so I can view all clients associated with a particular referral source or location.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  4. View primary payer on appointment block

    Allow me to view the client's primary payer on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.

    9 votes

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  5. View client balance on appointment block

    Allow me to view the client's balance on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.

    3 votes

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  6. Don't copy mental status when applying a progress note to all group members

    When applying a progress note to all group members, don't copy over the Mental Status and Risk Assessment sections. Only copy over and apply the narrative fields to the other group members.

    1 vote

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  7. Make it more obvious where to add a client's insurance

    Make it more obvious in TheraNest where to add a client's insurance information. The "Add New Insurance" button is at the bottom of the screen and it's easily overlooked.

    1 vote

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  8. Add service type filter to missing progress notes report

    When I run the missing progress notes report, allow me to filter the results to only include certain service types.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  9. Make gender identity a free-text field

    When we enter the client's gender identity or when a client enters their gender identity on the client portal, make it a free-text field instead of a drop-down field.

    9 votes

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  10. Remove numbers from titles on intake forms

    Remove the numbers that precede the titles when viewing an intake form.

    27 votes

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  11. Decline supervisee notes

    As a supervisor, allow me to decline a supervisee's notes and provide information on what edits they need to make before I sign off on it.

    183 votes

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  12. Add portal messages to client's general documents

    When I receive a secure message from a client through the client portal, allow me to transfer or save that message to the client's general documents so I can a record of their communication in one place.

    10 votes

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  13. Track client's deductible

    Allow me to track a client's deductible in TheraNest so I know when they are close to reaching their deductible.

    22 votes

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  14. Add appointment status for "late rescheduled"

    Allow me to mark an appointment as "late rescheduled".

    2 votes

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  15. Change POS if modifier 95 attached to service type

    If the service type attached to the appointment includes modifier 95, have TheraNest change the POS code.

    4 votes

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  16. Give client contacts permission to view/edit client demographics in portal

    Making it a permission setting for contacts in a client's Contact Network to view and edit the client's demographic information on the client portal.

    1 vote

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  17. Sync all staff calendars to Google calendar

    Allow me to sync all my staff's calendars to my Google calendar so I can see all appointments from my Google calendar without having to open TheraNest.

    6 votes

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  18. Accept payment in other currencies

    Allow me to accept payment in other currencies or for clients to see the payment amount in their local currency.

    2 votes

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  19. Add location to Google calendar sync

    When syncing my TheraNest calendar with my Google calendar, allow me to view the location of the appointment in my Google calendar.

    2 votes

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  20. Standard statement footnote

    Allow me to create a statement footnote that is automatically included on all statements so I don't have to retype the same thing every time.

    12 votes

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