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
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Report on progress notes with no supervisor signature
Allow me to run a report that will display which of my progress notes are missing my supervisor's signature so I don't have to check each note individually.
4 votes -
Report on missing forms
Allow me to run a report that shows which clients have missing forms. It would be easier to run a report rather than go through each client one by one.
2 votes -
Scheduling: Toggle Days as "Full" and "Available"
Currently, the scheduling allows clients to schedule any day marked as available. However, there are days I am available but already have the maximum number of clients I wish to schedule for that day
For example, if I am available Mondays 11am - 7pm, have 5 recurring clients on Mondays and only wish to see 5 clients on Mondays, clients and colleagues can still schedule addition clients on Mondays. Thus, I could end up having 6 or 7 clients scheduled on Mondays when I only want to see 5 max.
Having the ability to toggle days as "full" would be…
3 votes -
View staff availability/unavailability for more than a day
Allow me to view staff availability or unavailability on the calendar for more than a day at a time rather than just in Staff view.
67 votes -
Have private description of Service Types
For each Service Type, it'd be helpful to have an area where I can enter a description that only I can see. Then, rather than having to do a google search or look through my files every time I need a refresher on the details about billing codes, I can simply check the Theranest description.
For instance, I'd like to be able to list the circumstances that warrant Interactive Complexity, and note how many times the extended session add-ons (99354, 99355) can be used and in combination w/ which other billing codes.
2 votes -
In Forms make it so signature and date are next to each other
Right now I make it so someone has to type in their name and date which takes up a lot of space in two seperate lines. We need people to do signature and date NEXT to each other and same with initial and/or initial and date. Can this be added to custom forms?
3 votes -
Identify client session frequency under customized grid on client list.
It would be helpful to be able to look at your client list and identify clients as "weekly," every other week," pending discharge," etc. I know I often need to see how many are weekly vs. bi-weekly when considering schedule changes to my caseload and I have to go through and manually count them up because this feature is not yet available.
1 vote -
Automatically generate a progress note for kept appointments.
When an appointment is completed (kept, cancelled, or rescheduled) on the calendar, have an option to have the note automatically generate so that you don't have to constantly click "create progress note". Basically tie the note to the appointment. I've used other EHR's that do this automatically and it was helpful.
Also if it could display notes/assessments to be completed without having to run a report (like a daily to-do list) that would be helpful.
5 votes -
Clinic Calendar: Non-mandatory events happening
There are optional meetings we have for our clinic. For example Trauma Consultation Hour where the providers can use the conference room for consultations with each other. This is not a required meetings, but we were wondering if there was a way to show what is happening in the clinic on the calendar as well as the providers schedule. So maybe somedays they have a 1:00 session, but when they don't they know they could attend the consultation hour and see that on their calendar. So maybe come up with an optional meeting feature where it won't say "This provider…
1 vote -
Redo Staff Page for Alphabetically
Can an alphabetical sort feature be added to the client list for the staff like it is for the clients?
2 votes -
ledger view - payment history
new updates are very time consuming to keep flipping between the tabs when you are trying to determine where the latest insurance payment was credited. Please at the least put the payment dates back on the fully paid invoice tab
9 votes -
Add Client 'Bill To' information to Export
This would be to perform a quarterly internal audit to ensure that we have a parent/guardian for [active and archived] clients under the age of 18 for billing purposes.
1 vote -
Link place of service codes to service types
Allow me to link place of service codes with service types so when I select that service type when creating an appointment the location code is automatically updated.
56 votes -
Batch Statements: Add a filter to allow to sort by Archived clients vs. active clients.
Add a filter to batch statements to allow to sort by Archived clients vs. active clients. When printing invoices it would be great to have the option to batch print those clients who are archived vs. those who are still active.
1 vote -
Populate co-insurance and deductible info in the invoice
make the deductible and co-insurance actively populated into invoices and managed automatically, rather than having to manually enter the correct Patient Responsibility (whether deductible or co-insurance amount) and have to back track when deductible is met and co-insurance kicks in.
6 votes -
Add Administrative-type Note
Ability to add an administrative note not tied to a date of service without using a dynamic form.
7 votes -
Add a General Documents tab at the practice level
There should be a "Practice Documents" tab for general , practice-wide PDFs etc like within the client details. Should be on the line with Agenda Calendar Clients ,etc probably should be next to Dynamic Forms.
3 votes -
Multiple Payment Consent Form Storage
Theranest currently only supports one Credit/Debit Consent form to be stored on the site. In cases where client needs to update method of payment, it would be useful to have the option to save and sign more than one payment method using the tab feature.
1 vote -
Client portal help
On the client portal registration page where the "i" appears in the upper right hand corner could the word "Help" or "Client Portal Help" be added or moved closer to the center of screen? This would help alert clients of the feature.
2 votes -
Paid Status -insurance vs cash/credit
I think it would be great if the ledger under paid would differentiate between what insurance paid and what the client paid in cash/credit instead of just the amount paid, if that makes sense. Sometimes it's hard to tell what the client paid themselves vs what insurance paid for a particular session.
I hope this makes sense, if not please let me know how I can clarify because this would really help me out, and I'm sure others, to have this feature. Thanks!2 votes
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