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TheraNest App

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1564 results found

  1. Don't retroactively change diagnosis code if updated

    Don't retroactively change a diagnosis code on superbills and clinical documentation if a diagnosis code has been updated for a client. Currently, if a diagnosis code gets updated for a client it applies to past superbills and progress notes, but it should only apply to documents from the date it was changed and forward.

    42 votes

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  2. Apply edits of forms to all copies

    If I edit a dynamic form or intake form, have those edits apply to all copies of the form.

    2 votes

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  3. Show/hide recently viewed clients

    Allow me to remove the "recently reviewed clients" at the top of the screen.

    1 vote

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  4. Report on client retention rate

    Similar to the Retention Rate report for therapists, show me which clients have only attended 1 session, 2-5 sessions, etc.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  5. Rearrange tabs on client page

    When navigating to a client, allow me to rearrange the tabs that appear at the top of the screen (i.e., Details, General Documents, Reminders Log, etc.).

    7 votes

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  6. Show a preview of the summary field for SOAP notes

    When viewing a client's list of progress notes, allow me to view a small preview of the "Subjective" section of the SOAP note, similar to how I can view a small preview of the "Session Focus" for standard progress notes.

    2 votes

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  7. Display scheduling conflict when creating appointment

    When I'm creating an appointment on the calendar and it tells me there's a conflict for that date & time, show me what the conflict is so I can easily remedy it.

    3 votes

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  8. Display phone number in reminders log

    When viewing the reminders log for a client, display the phone number that the reminder went to.

    2 votes

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  9. View claim history from ledger

    When viewing the client's ledger, allow me to view the history of claim so I don't have to go to the claim tabs and find it.

    13 votes

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  10. Set page I see when opening TheraNest

    When I log in to TheraNest, allow me to set what page I see when I log in. I prefer to be directed to the Clients page rather than the Calendar.

    3 votes

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  11. Allow payroll reports for deactivated staff

    Allow payroll reports to be run for staff who are deactivated.

    5 votes

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  12. Separate client and insurance balance due on client details page

    Show whether the credit is a client credit or an insurance credit rather than lumping them together.

    35 votes

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  13. Don't copy previous content when creating a new treatment plan

    When I create a new treatment plan for a client that already has an existing one, don't copy the content from the previous treatment plan over to the new one so I can start fresh with new content and new goals.

    18 votes

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  14. Add automatic signature line and ability to highlight and copy text from messages in secure inbox

    It is very difficult to write messages in the secure inbox to clients with the editable feature and then the view feature. It would be helpful to have features like an automatic email signature like in Gmail. It is also frustrating that when I go back to my message, after sending it, I cannot highlight to copy the text to send in another message or use in my notes.

    6 votes

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  15. Edit interventions when adding goals

    When adding goals and selecting interventions, the interventions appear in a drop-down list and once selected, can't be edited. After I select the intervention, allow me to edit it so I can customize it to reflect my client.

    12 votes

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  16. Integrate with IvyPay

    Have TheraNest integrate with IvyPay for client billing.

    3 votes

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  17. Make practice chat alert more prominent

    It's difficult to tell I have a message from a colleague using the practice chat because the notification doesn't stand out enough.

    2 votes

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  18. Save secure message attachments to client's clinical documents

    Allow me to add files attached to a secured message to a client's clinical documents without having to download the file.

    10 votes

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  19. Add multiple clients to one invoice or statement

    As a private practice therapist, I have contracted with another agency to provide services to some of their clients. I use their system for note-writing, but do put those clients on my TheraNest calendar. Allow me to create an invoice that includes all the clients, so I can send just one invoice or statement to the agency.

    2 votes

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  20. Add appointment status to statement-level superbills

    Allow me to include the appointment status when creating superbill-level details on a printed statement. We charge our clients if they cancel late or no-show. We also provide them with monthly superbills to submit to insurance and it could look like they attended an appointment when really they didn't. Having the appointment status would reduce the risk of potential insurance fraud.

    14 votes

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