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TheraNest App

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1564 results found

  1. Remove appointment end time from Month calendar view

    Adding the calendar end times to the monthly view makes the monthly view useless in my opinion because the end time takes the space where the client's name used to show. Seeing which client I have at the start time is MUCH more important than the end time. It's not helpful at all to know the end time when I don't even know which client is scheduled for that time slot.

    7 votes

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  2. Include option to view start time only on Calendar

    Change it back or give us the option on the calendar view so we do NOT see both start and end times of appointments leading the client names being hidden/unviewable due to the times taking up all the space.

    5 votes

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  3. Make appointment notes more obvious

    Have an icon or an alert show in the calendar view if we have a note on an appointment. I know a preview of the note is displayed on the appointment block, but those can be easily overlooked given how much other information appears on the appointment block.

    4 votes

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  4. Keep search inputs in clients list

    Keep the search inputs I entered when searching the Clients list and switching between active and all clients.

    3 votes

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  5. Assign forms to certain employees

    Allow me to assign forms to certain employees or staff types. I don't want every therapist to see all the custom forms and I want our front office staff access to certain administrative forms.

    7 votes

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  6. Batch invoicing by location

    Allow me to select a location to bill for when creating batch invoices.

    4 votes

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  7. Assign backup clinician for emergencies

    Allow me to assign another clinician for emergency situations so if a clinician is out of town, the backup clinician for that client is assigned only for the duration of their absence.

    7 votes

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  8. Select all staff members when creating an appointment

    When creating a multi-staff appointment each staff member has to be selected individually, but there should be an option to add all members in one button

    1 vote

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  9. Populate intake fields into initial assessment

    When a client fills out an intake form, allow me to populate those responses into the client's initial assessment.

    23 votes

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  10. demographics analysis by location

    Add a feature to demographics analytic reports be able to analyze client data by location or address

    10 votes

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    3 comments  ·  Reporting  ·  Admin →
  11. Assign supervisor by payer

    Under a client's payer, allow me to include a rendering provider and supervising provider and have the invoice default to the supervising provider.

    2 votes

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  12. Preview client portal invitation email

    Allow me to preview the client portal email invitation with the placeholders filled in before sending the invitation.

    5 votes

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  13. ERAs

    When an ERA is uploaded from the clearing house. It needs to contain full information. Sometimes, the ERAs are retraction and adjustments and the data uploaded is not containing the DOS, the reason for retraction so, I have no way to accurately reply other than going to the clearing house.....
    Need all info uploaded.

    5 votes

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  14. Edit service type on invoice

    Allow me to edit the service type on the invoice without having to delete the current invoice and associated appointment.

    2 votes

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  15. Set inactivity logout per user

    As an admin, allow me to set the amount of time a user is logged out due to inactivity. The amount of time needs to be less for front office staff, but it can be more for people who work in the back office.

    9 votes

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  16. Add field for PTAN number in Organization

    Under Organization → Settings, allow me to add my Provider Transaction Access Number (PTAN).

    2 votes

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  17. Manage staff caseloads

    Allow me to manage a staff's caseload by adding/removing clients or moving them to another therapist so I don't have to go into each client's chart.

    4 votes

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  18. Breakdown age further in Demographic Snapshot

    When running the Demographic Snapshot report and viewing the client distribution by age, have more age brackets to help inform our marketing and hiring. For example, break down the 0-25 age bracket further (e.g., 0-6, 7-12, etc.).

    10 votes

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    1 comment  ·  Reporting  ·  Admin →
  19. Report on diagnosis frequency

    Allow me to run a report that displays the top diagnoses treated at my organization.

    10 votes

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    3 comments  ·  Reporting  ·  Admin →
  20. View or work in two areas of TheraNest at the same time

    Allow me to view or work in two areas of TheraNest at the same time. For example, I may want to view the calendar and case file at the same time, or the client's ledger and their notes at the same time so I don't have to switch back and forth.

    22 votes

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