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.
1564 results found
-
Run Service Billing report by service date
Allow me to run the service billing report by service date, rather than invoice date, so I can see what I billed on each date.
6 votes -
Organize clients lists
Allow me to organize active and archived clients into groups, folders, or with tags. We offer different services and I'd love to be able to pull up a list of clients who receive a certain service.
5 votes -
Don't include write-offs in client transactions total
It's difficult to identify the actual client payments on statements because write-offs are included in the Client Transactions total. Separate these into different columns, or don't include the write-off amounts in the total because it's difficult for clients and payers to identify what the client actually paid, since they are primarily looking at the total and not the line items.
2 votes -
Archive ERAs received
Under ERAs Received, allow me the option to delete or archive ERAs.
2 votes -
Add organization email to invoices
Allow me to include my organization's email on invoices.
1 vote -
Print progress notes from progress notes page
When viewing a client's progress notes, allow me to print the progress notes from this page.
3 votes -
Add addendum to treatment plans
Allow me to add an addendum to treatment plans like I can do with progress notes and initial assessments.
12 votes -
One line item on invoices for similar services
If I create an invoice that includes similar services, bundle them onto one line item and display the quantity with the total amount. For example, if the invoice includes two billable phone consults, include both on the same line with the quantity (2) and the total billed amount.
1 vote -
Add "target completion date" next to goals on progress notes
Add "target completion date" next to goals on progress notes, similar to how it appears on treatment plans, so when payers read my progress notes they know what that date signifies.
1 vote -
Report on clients with no diagnosis codes
Allow me to run a report that will display clients who don't have a diagnosis code.
8 votes -
Assign staff to case when appointment is scheduled
Have the staff member automatically assigned to a client's case when the appointment is scheduled so that we don't have to add them manually and so it doesn't create a duplicate case when the staff creates a progress note.
5 votes -
Show created date when viewing initial assessment
When viewing a client's initial assessment, allow me to see the date the document was created so I don't have to go into print mode just to view this information.
4 votes -
Rename tabs in clients and cases
Allow me to rename the tabs that appear in the client details or case information (e.g., rename Contact Log or Progress Notes) so I can rename them to something that fits my practice.
4 votes -
Exclude insurance amount from invoices
Allow me to exclude the insurance amount from invoices like I can with statements.
3 votes -
Edit staff member on event-type appointments
When creating an event on the calendar and selecting the staff member, I am unable to change the staff after I've saved the event. Allow me to edit the event and change the staff member.
1 vote -
Sort client list by first name
Allow me to sort the client list by their first name.
4 votes -
Don't have 15-min appointments take up 30-min blocks on the calendar
A 15-minute appointment takes up a 30-minute block on the calendar causing appointments to appear to be overlapped. This makes it difficult to read the calendar.
2 votes -
Display more recurring appointments when loading full history
When viewing a client's appointment history and clicking "Load Full History", only recurring Appointments 60 days into the future will be displayed. Have more appointments be displayed so I can actually see more of their history.
16 votes -
Add invoice number to payroll by rendering provider report
When running the payroll report, allow me to include the invoice number.
1 vote -
Indicate if intake forms are missing
Indicate somewhere on the appointment or notify me if a client has or hasn't returned their intake forms so I know who to follow up with before their appointment.
14 votes
- Don't see your idea?