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TheraNest App

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1564 results found

  1. Add second address field in client details

    Allow me to capture two addresses for clients in cases of children with divorced parents or younger adults who have a college address and home address.

    15 votes

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  2. Add an option to send appointment reminders 4 days ahead

    Allow me to send appointment reminders 4 days prior to the appointment in instances where there is a holiday.

    2 votes

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  3. Add sexual orientation to Export Data report

    Include the client's sexual orientation and gender identity in the Export Data report. We run this report a lot because it provides a lot of information in one report.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  4. Translate forms to Spanish

    Allow me an easy way to translate my forms into Spanish so I don't have to retype them.

    19 votes

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  5. Do not remove addendums from notes when unsigning

    If I have to remove a signature to make corrections to a note, don't remove any addendums that have already been created.

    1 vote

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  6. Show the last 4 digits of credit card on Superbills.

    Currently they only appear on Statements, but Statements are missing other necessary items like Units and Place of Service.

    3 votes

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  7. Send client records to other providers

    We receive quite a few record requests - it would be ideal to have an email function from within TheraNest where we could email records/notes to requesting providers/family physicians.

    1 vote

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  8. Add Alert in TheraNest for Intake Docs Submitted

    It seems the only "Alerts" coming into TheraNest itself are for payments and cancellations made through the Client Portal.

    I want to see more robust Alert functionality, more specifically for documents clients submit. As of now, I can only receive notifications that Clients have submitted Intake Documents via e-mail. I would like to have the option of receiving those alerts in the Alert Notifications inside TheraNest.

    12 votes

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  9. Extend time limit on one time payment link

    Many of my client's do not check their email frequently. It would be great if the one time payment link allowed the link to stay active for more than 24 hours.

    24 votes

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  10. Send COVID screening questionnaire before appointment

    Create a COVID screening questionnaire and have it sent automatically to clients 24hrs before their appointment.

    3 votes

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  11. Billing

    I need the ledger to stop rounding down to one hour increments. If a job was for 1.50 hours (an hour and a half), please calculate it all - not just the one hour. Another example: If therapist saw client for 1.75 (one hour and 45 minutes), please bill the whole amount - not 1 hour. Your billing can do the .25, .50,, 75 increments if I do them manually, but why can't the system do it. That would make my life so much easier.

    3 votes

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  12. Enable ability to see history of one time payment links sent.

    Either a report, history, or in the Activity Log.

    19 votes

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  13. Report on deposits/withdrawals to my account

    Allow me to run a report that displays all the deposits and withdrawals made from TheraNest out of my bank account so I know I can track the transactions related to client refunds, credit card processing fees, subscription fees, etc.

    17 votes

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  14. Detailed (superbill) receipts

    Allow me to include all the required information for insurance reimbursement on the client's payment receipt because it's quicker than generating a superbill.

    9 votes

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  15. Text notification for client portal messages

    Send me a text notification when a client sends a message through the client portal.

    12 votes

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  16. Optional color coded service types

    Make the color-coded service types an optional feature because I find the colors distracting.

    3 votes

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  17. Remove service type from synced calendars

    Don't display the service type on synced calendar appointments.

    4 votes

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  18. Edit color of multiple service types at once

    Allow me to edit the color of multiple service types at once so I can make similar service types the same color without having to edit each one individually.

    2 votes

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  19. Document mental status for family members

    Allow me to notate/document the mental status of family members in family sessions. Right now I can only document it for the client.

    3 votes

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  20. Add ability to mark a client as deceased

    Can you add a place, like in client detail (somewhere quick and easy where it can be seen by all permissions) where it could be marked to show client has deceased? That way we don't have various staff calling and trying to schedule/reschedule an appt or billing calling about questions, etc. All can see client deceased and what date and then handle appropriately. We are not archiving a client until all balances are zero'd, so this has been an issue. Even if I mark case closed, people don't know client has deceased.

    4 votes

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