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TheraNest App

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1557 results found

  1. More options for recurring appointments

    Allow me to select from more options when creating recurring appointments. For example, I may want to schedule an appointment on the first three Mondays of the month.

    2 votes

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  2. Show client flags on printed Agenda

    Allow me to see the client's flags when I print the Agenda.

    2 votes

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  3. Add count to service types to the Service Billing report

    When running the Service Billing report, show me how many times that service type was billed out during the date range I selected.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  4. Restrict staff from downloading clinical documents

    Allow me to restrict staff members from downloading clinical documents.

    3 votes

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  5. Provider pay rates per client

    If our providers refer someone that ends up becoming their client, that provider gets an extra 5% for that client's sessions. There currently isn't a way for a provider to have multiple pay rates, or tie those rates to a client.

    4 votes

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  6. Sign all progress notes at once for the group

    When I'm creating a progress note for a member of the group, allow me to "save and apply to all" as well as "e-sign all", so I don't have to sign each one individually.

    1 vote

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  7. Select payer when creating the claim

    Have a drop down option to select which insurance to use at the time of billing. For instances where claims need to be billed to different payers for different services.

    2 votes

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  8. BCC additional emails when sending appointment reminders

    If a client has multiple email addresses on file, don't display all email addresses in the "To" field in the emailed appointment reminder. Sometimes we see children of divorced parents who have contentious relationships.

    1 vote

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  9. BCC additional emails when sending payment receipts

    If there are multiple email addresses on file to send receipts to when a credit card is charged, don't display all email addresses in the "To" field when the receipt is sent. Sometimes we see children of divorced parents who have contentious relationships.

    3 votes

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  10. Allow all staff to view last login

    I want to see the last time I logged into my TheraNest account to make sure there hasn't been any unauthorized access.

    1 vote

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  11. Notification for client texts

    Notify me when a client responds to a text I send.

    2 votes

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  12. Add copay to clients list

    When viewing the Clients list, allow me to customize the grid to view the client's copay.

    3 votes

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  13. Apply to all group members when editing a note

    If I forget to click the "save to all clients" button I'm unable to see that option again. Allow me to apply to all clients even if I edit the note for one client.

    3 votes

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  14. Go to client's details after unarchiving

    After unarchiving a client, give me the option of going straight to the client's record.

    1 vote

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  15. View appointment notes on the invoice

    When creating an invoice, allow me to see any appointment notes that were entered for the appointment. Our organization uses appointment notes to indicate billing information that the biller needs to know when invoicing/billing the appointment.

    1 vote

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  16. Allow admins to unlock staff accounts

    As an admin, if one of our staff members is locked out of their account allow me to unlock it.

    1 vote

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  17. Send a copy of a client's statement to other staff members

    When sending a statement to a client, allow me to send a copy to any staff member that's assigned to the client.

    2 votes

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  18. Mark treatment plans as complete

    Allow me to mark a treatment plan as complete so all the current goals get updated to "complete" and aren't pulled into the next treatment plan or progress notes.

    2 votes

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  19. Report on active payers

    Allow me to run a report to see the active payers we had in a time period and how many clients had each payer.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  20. Modify multi-staff appointments for all members

    After creating a multi-staff appointment or event, a block gets created on every member's calendar. If I want to delete the event, I have to delete each one individually, but I may want to edit, or delete the event for all group members.

    21 votes

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