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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Add location as a customized grid option when viewing claims
Allow me to customize the grid under the claim tabs to view the location.
9 votes -
Billing alerts
Allow me to turn on alerts for certain billing items/tasks so we can be notified if a client's credit card has expired, if there's a certain balance owed, if their deductible has been met, etc.
10 votes -
Sort invoices by date of service in client's ledger
When viewing a client's ledger, allow me to sort the invoices by date of service.
11 votes -
Add Reason Code for Claim Denial due to Insurance
Please add a reason code PR___ (maybe PR27?) for claim denial when "services performed after insured's contract expired" so we know the claim was denied due to no insurance. This way we can contact the client right away.
10 votes -
Include payment notes in Payment Methods report
When running the Payment Methods report, include the payment notes field. I usually write the check number in this field and want that information displayed in the report.
6 votes -
Auto-format fields (dates, State, phone number etc.)
It would be great if there was uniformity in format for all the date fields to preopulate the slashes. Like the eligiblity date on the insurance screen requires slashes but you should be able to just enter MMDDYYYY like so many other screens.
49 votes -
View client's statement history
Once statements are generated, there is no way to access them to reprint or see what was included on the statement. It would be helpful to have a record of past statements that were generated to access again at a later date, similar to what bank or credit card statements allow you to do.
17 votes -
Notify me when client turns 18
Notify me when a client turns 18 as there are new forms/protocols that need to be filled out as they transition to adult counseling.
86 votes -
Allow clients to confirm & cancel appointments through email
Allow clients to confirm or cancel their appointment through the emailed appointment reminder.
11 votes -
Add Client Portal to Clients section
To get to client portal - I have to go to organization. I want to be able to access client portal from client area. so much clicking!
11 votes -
Insurance Refund and Bulk Insurance Payment Posting
We need to have a function that allows for negative payments to post (ie: insurance refunds) and to allow bulk insurance payment posting. These are essential to proper bookkeeping. How can this be completed. Our clinic cannot be the only one with this issue.
14 votes -
Ability to apply refunds to current date instead of date of service
Allow me to apply a refund for the current date rather than the date the card was initially run to keep our accounting accurate.
2 votes -
Add signature to secure messages
When sending a secure message from TheraNest to the client portal, allow me to include my signature.
37 votes -
Display client's date of birth on the agenda
Option to have the client's date of birth easily accessible on the agenda.
4 votes -
One section for all email functions
Allow me to access and edit all of my email correspondence in one area of TheraNest.
2 votes -
Add date of payout to payroll report
Add date of payout to therapist in the payroll report
14 votes -
Improve Client Name Search
Improve the client search field by showing client names when I type in a few characters, a middle name, a first name + last name, etc.
11 votes -
Add addendum to contact log
Allow me to add an addendum to a contact log in case I forget to include information after signing it.
9 votes -
Select forms when using "New Appointment" link
When new clients click the "New Appointment" link, they are able to schedule an appointment, create a portal account, and all intake forms marked as "Default" are automatically sent to their portal account. Allow me to select which forms are sent to their portal account, like I can when inviting clients to the portal.
6 votes -
Allow multilpe email addresses on file for staff members
Allow me to have more than one email address on file for a staff member.
2 votes
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